An Independent Advantage

We are Independent Agents that are licensed in all 50 states, free to choose the best carrier for your insurance needs. We do not work for an insurance company; we work for you. We work on your side when you have a loss and follow through to see that you get fair, prompt payment and service. Affordable Insurance and Financial Services represents a carefully selected group of financially strong, reputable insurance companies, therefore, we are able to offer you the best coverage at the most competitive price.

Overview

Wealthology, is an independent firm based in North Carolina that prides itself on exceptional service and dedication. We are committed to providing objective advice and prudent strategies for comprehensive financial planning and wealth management. In particular, we specialize in catering to small business owners, physicians, IT professionals, attorneys, and families with multigenerational financial planning needs.

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Services

RETIREMENT PLANNING

Retirement planning generally refers to an allocation of financial resources towards retirement.

COLLEGE PLANNING

Birth / Adoption, Paying For College, Marriage & Divorce, Home Ownership, Natural Disasters & more.

ALTERNATIVE INVESTMENTS

An alternative investment is regarded as an investment product other than traditional investments such as stocks, bonds, money markets and/or cash.

LIFE INSURANCE

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WILL AND ESTATE PLANNING

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Our Product Providers

Individuals And Families

Plan for My Financial Future

Protect My Finances from the Unexpected

Protect Who Matter Most

Plan for College/ Private Education

Eliminate Personal Debt (and the Need to Finance Major Capital Purchases)

Plan for Long Term Care

Plan for Retirement

Manage Income in Retirement

Professionals & Business Owners

Evaluate What My Business Is Worth

Protect My Business from the Unexpected

Attract and Retain Key Employees

Offer My Employees Meaningful Benefits

Eliminate Business Debt (and the Need to Finance Business Expenses)

Prepare to Sell or Transfer My Business

Help My Employees Plan for Retirement

Manage Income in Retirement

Do

Want a long-term relationship with an advisor

Want to follow the advice of an expert and have the ability to trust that their advisor wants them to succeed as much as they do

Respond to emails and requests in a timely manner and are active and engaging throughout the planning process

Have the motivation and desire to learn about their finances and better their financial situation

Don’t

Rely on the commentary of TV personalities for sound financial advice

Try to time the market and worry about the market’s daily movements

Expect to work with an advisor for only than a few months or for a specific interaction

Ignore expert advice because a friend or family member provides conflicting information