Walnut Cove – are you ready to come across the street to experience a different approach to comprehensive financial planning? Come explore a demo of how we incorporate the latest technology and techniques to enhance your experience while being available to have a real conversation about the things that truly matter. All of this, while leaning into our 75 years in the community with next generation ownership in place to connect you with the resources you need in WNC.

For your convenience, we have put together a brochure of the “7 Most Impactful Conversations We’re Having With Clients” and it is free for you to download. In it, we discuss the following:

1. Are you an owner or beneficial owner of one or more companies?
2. Do you have a taxable estate greater than $7,000,000?
3. Is your family’s next generation set up for success?
4. Retirement Community vs. Aging in Place
5. Receipt Tracking for Charitable Donations
6. Tax-Free Income
7. Cybersecurity

Colton Groome Financial
Walnut Cove Office
1870 Brevard Rd, Suite 112
Arden, NC 28804

Phone: (828) 252-1816
Fax: (828) 254-5895
info@coltongroome.com