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Lucas Breeden

(336) 236-7612


My goal is to help families and business owners insure, manage, and maintain wealth and understanding. I help my clients to discover Financial Myths and identify failed strategies, financial miscalculations, and help them get organized to achieve financial balance.There is also a focus on the potential to reduce taxes, insuring your family and assets, creating an income stream at retirement and putting you in the best position to leave a legacy to those that they care most about.