Scott D. Sorrell, Advanced Planning Advisor

05/27/2026

Do you have kids or grandkids below the age of 18? Have you been trying to figure out what is the best way to help your child or grandchild jump start retirement?

Are you familiar with the new Trump accounts that officially role out on July 4th? These could be a great option as they turn into IRA’s when the child is 18 and if converted to a Roth there are tax advantaged funds for decades to come. Allow time and compound interest to be your friend!

Trump Accounts provide eligible American children with tax-advantaged investment accounts courtesy of President Donald J. Trump.

05/10/2026

04/27/2026

Friday was the firm’s annual meeting and what a great time to connect and learn from my peers. We heard from the best of the best in Navy Seal Dave Rutherford, PGA golfer Chesson Hadley and also many top advisors. While I’m 2 decades in I’m always excited to get better!

04/20/2026

Have you done Disney and spent too much? Would you like to do Disney? Check out my latest podcast discussing travel tips for enjoying the most magical place on earth while having a dollar or two left!

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

04/17/2026

Last night was a meaningful opportunity to support our officers through the Raleigh Police Department Foundation

The Foundation provides critical resources that are not covered by tax dollars including helmets and shields which have saved lives. This helps ensure our officers remain safe, well-equipped, and protected as they serve our community.

I encourage you to learn more about their work and consider making a donation of any size!

11/11/2025

Happy Veterans Day. Thank you to all who have served!

11/11/2024

Thank you to all veterans for your service to this great nation!