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My Investment Plan, Inc. is a financial services company dedicated to helping individuals, families, and businesses in a variety of financial concerns. Our focus is educating people on the available choices and potential solutions with respect to financial needs. Our business mission is to help our clients achieve their financial goals.
We endorse and teach in a very similar style to that of Dave Ramsey and the Total Money Makeover Plan; as the Financial Peace University is a must for those seeking to reduce and eliminate debt, live within their means, and build wealth.
Investing, saving and planning on a regular and continual basis is often a key to building wealth. Investing in savings accounts, money markets, CD's, mutual funds, ETF's, index funds, retirement plans, 401(k) plans, solo 401(k), 403(b), SEP IRA, IRA's, and Roth IRA's are vehicles for retirement planning.
Our office is minutes from Raleigh, as we serve those living in Apex, Angier, Cary, Chapel Hill, Clayton, Cleveland, Durham, Dunn, Fayetteville, Fuquay Varina, Garner, Holly Springs, Lillington, North Raleigh, Wake Forest, Willow Springs and the surrounding areas.
Additionally, we help our clients in Myrtle Beach, Surfside Beach, Murrels Inlet, South Carolina, SC, Long Island, NY , New York, as well as those moving to North Carolina, and moving to the Raleigh-Durham NC, or relocating to Raleigh-Durham, Triangle.
We want to help you find a financial advisor, financial planner, financial consultant who will provide information, education, and advice with financial planning, and financial planning process of wealth building and wealth accumulation.
Securities offered through Investment Planners, Inc. Member FINRA/SIPC
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