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Meet the Team
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Paul Yokabitus
CEO
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Michael Honea
Financial Planner
Who We Serve
Discover, evaluate and plan for the life and retirement of your dreams.
Young Professionals
Business Owners
High-Income Earners
Pre-Retirees
Current Retirees
Individuals In Transition
?
What type of life insurance do we need?
?
Are we saving for retirement correctly?
?
What is the best thing I can do to build wealth?
?
Are we paying too much taxes in retirement?
?
What type of trust should I be using?
How We Help
Integrated planning solutions for
wealth management, investing and retirement
Wealth Management
Wealth Management
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Investment Management
Investment Management
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Estate Planning & Trusts
Estate Planning & Trusts
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Tax Planning & Preparation
Tax Planning & Preparation
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Life Insurance
Life Insurance
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talk to an advisor
Our Process
1
You schedule a call
Meet briefly to learn more
Understand your specific financial goals
Determine if we can help
2
We identify your needs
Get personalized financial insights
Understand how our solution fits into your short-term and long-term goals
3
We work together
Map out your plan
Walk you through next steps
Provide updates without you even asking
4
Your life leads the plan
You’re in control of your plan
Your family is protected
We got your back when you need changes
Get Started
Cary Office
155 Parkway Office Ct.,
Suite 200, Cary, NC 27518
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Wake Forest Office
1776 Heritage Center Drive,
Suite 204-C, Wake Forest,
NC 27587
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Raleigh Office
1033 Wade Ave, Suite 104,
Raleigh, NC 27605
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Serving clients throughout the Triangle area.
Apex
Cary
Fuquay Varina
Garner
Holly Springs
Knightdale
Morrisville
Raleigh
Rolesville
Wake Forest
Wendell
Zebulon
