Over 70 years of combined experience.
We all know it's important to tend to our health, but when was the last time your retirement and insurance strategy had a check-up? Often, this is an over-looked area of life that deserves your attention. A properly cared for retirement income planning strategy is critical to creating the future you want... be it travel, hobbies, time with grandkids or whatever else makes your life worth living. Having a plan to make sure the resources are available is the first step!
With decades of experience, George Bode and Tom Reese work with individuals, families, and businesses to review, recommend, implement, and evaluate income plans to meet future financial needs. Many of their clients are doctors, nurses, technicians, and administrators at New Hanover Regional Medical Center.
If your retirement income plan needs a check-up, we are taking appointments! We are ready to listen, help you plan and then take action to ensure a healthy financial and retirement future.
How do we care for our clients?
1. We listen.
Retirement is different for everyone. In order to ensure you reach your desired destination, we believe it is important to begin with placing you in the driver's seat.
2. We ask questions.
We want to know about your dreams and aspirations so that we may help you achieve your goals.
3. We create a strategy.
Together, we develop a strategy that is unique to your situation.
4. We evaluate.
We conduct an evaluation and make adjustments as needed.
George Bode
Partner, 40 years
George Bode is a graduate of Wake Forest University with degrees in Economics and Education. He is also a former faculty member at Marshall University Community College.
Tom Reese
Partner, 33 years
Tom Reese is a proud military veteran. He served in the United States Airforce and in the Vietnam War. He also has an education and background in electronics.
