meet patrick munro
Since 1999, Patrick has provided highly personal service to clients all over North and South Carolina, setting a new direction in retirement planning.
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services we offer
We specialize in Retirement Income Strategies, Annuities, Life Insurance, Asset Protection, Tax Minimization Strategies and Long-Term Care.
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View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
Calendar of Events