Jeff Norris, President
Providing retirement solutions for the golden years.

About Jeff



Jeff was born and raised on a farm in eastern North Carolina approximately 30 miles west of Wilmington, NC. After obtaining his BS in Business from the Walker College of Business, he spent many years working in Corporate America as a VP and Executive VP with several publically held companies.

In 2005, Jeff began helping individual seniors with planning issues such as Income Planning for Retirement and Asset Preservation. After seeing first hand and realizing how traditional planners were placing seniors at risk, Jeff made a decision to make a career change. From that point forward he made it his mission to educate and work with seniors in retirement and estate planning.



Jeff has been recognized as a leading resource for many financial advisors. As an educator and public speaker, Jeff currently travels across the United States, teaching retirement and estate planning to other advisors and works with retirees through educational workshops and a one-on-one personal basis, focusing on the many issues that concern seniors today. Jeff specializes in IRA Distribution and Taxation and Income Planning.

On a personal side, Jeff is married with 5 children and 2 grandchildren. In addition to being an active father and husband, Jeff is also heavily involved in his church as a teacher and currently serves his church family as an active Deacon. He also volunteers with several civic organizations in the area. He enjoys traveling with his wife, spending time with his kids and working on his golf game.