Todd Pierce - Professional

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Todd Pierce - Professional Working in association with AmeriLife - one of the Nation's Leading Senior Insurance Marketing Agencies.

Specializing in Medicare/LTC, Life, Annuity & Asset Protection. IRA/401K and Income Maximization , Registered Fiduciary & Investment Adviser Rep. Todd Pierce ~ President, Pierce Insurance Management, Inc. DBA Pierce Financial Group ~ Managing Director, AmeriLife of NC, LLC. ~ Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and AmeriLife are separate companies but are affiliated through common ownership. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
10/26/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Second homes have unique risks and insuring them is different than a primary home.
10/23/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

10/22/2026
A special needs trust can help care for a special needs child, even after you’re gone.
10/21/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
10/19/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

It isn't whether you should have auto insurance - it's what kind you should have.
10/16/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?
10/14/2026

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
10/12/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
10/09/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

I was looking back at this note from David, and it brought me right back to why retirement planning is so personal to me...
10/07/2026

I was looking back at this note from David, and it brought me right back to why retirement planning is so personal to me.

You’re helping someone prepare for a chapter they’ve spent years working toward. There are numbers to work through and decisions to make, but there’s also a lot of life wrapped up in those conversations.

So when a client tells me our work together made a meaningful moment feel different, I don’t take that lightly.

David, thank you for trusting me to be part of your retirement planning. It means more than you know.

— Todd

Address

11016 Rushmore Drive Suite 175
Charlotte, NC
28277

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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