Serving Clients for Nearly Half a Century

Join us for an upcoming event!

Want to know more retirement income planning? We occasionally offer retirement income planning workshops, seminars and webinars. Join the mailing list to be informed of upcoming events here.

Or, feel free to register below for any upcoming events we are hosting!

Social Security: Basics You Need to Know to Maximize Your Benefits

Do you have a plan to help maximize your Social Security benefits and minimize your taxes? Social Security may be your largest source of income in retirement while taxes may be your largest expense. Not properly planning for both can lead to less income in retirement. Join us for a special event at Dixie Grill where we will discuss must-know topics pertaining to Social Security and taxes in retirement.

Event Venue

Dixie Grill
116 Market St, Wilmington, NC 28401

Event Date

Wednesday, February 3rd at 7:00 a.m.

Future Events

Event	Date	Location	RSVP
FED Impact Event	April 30th 2026	Cape Fear Botanical Garden 536 N. Eastern Blvd. Fayetteville, NC 28301	RSVP Now!
FED Impact Event	July 21st 2026	Cape Fear Botanical Garden 536 N. Eastern Blvd. Fayetteville, NC 28301	RSVP Now!
FED Impact Event	October 21st 2026	Cape Fear Botanical Garden 536 N. Eastern Blvd. Fayetteville, NC 28301	RSVP Now!

Our Locations

Lumberton Office

4910 Fayetteville Road
Lumberton, NC 28359

Fayetteville Office

609 Executive Place Suite A

Fayetteville, NC 28305

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Wilmington Office

620 Market Street
Wilmington, NC 28401

Elizabethtown Office

100 N Lyon St

Elizabethtown, NC 28337

Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Desmond Taylor also offers Advisory Services through CreativeOne Wealth an Investment Advisor. CLC Financial Services, CreativeOne Securities, LLC and CreativeOne Wealth are separate entities.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

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