Provider Information as of 2024-04-26
Dwayne W. Powell, CFP, SPG Group of Hilliard Lyons Aging Projects, Inc. Partner
475 S. Church St., Suite 100-A
Hendersonville, NC 28792
Phone: 828-233-1905
2nd Phone: 828-777-4663
Fax: 828-233-1901
Serving Henderson Co., NC. Also serving: Yes
Provider’s Statement of Service(s):
We provide integrated financial planning advice and investment management to retirees, helping them maximize their ability to remain financially independent. We build cash flow and spending plans, in-line with a long range financial plan, and integrated with our client's estate plans. We also help our clients to automate bill paying, where possible, and coordinate with bill paying services for bills that cannot be automated. This suite of services allows many clients to remain on their own and independent far longer than they could have done on their own.
Provider is not a registered non-profit.
Licensing/credentialing information given:
Certified Financial Planner/CFP Board CFP.NET
Securities License, Series 7, Registered Investment Advisor Rep/(FINRA) www.FINRA.org
Category/ies* under which this provider may be found on the website:
Financial / Insurance → Financial Education
Financial / Insurance → Money Management
Financial / Insurance → Pay Bills / Balance Checkbook
Unsubsidized — services for payment.
Website: spggroup.hilliardfc.com
This provider last reviewed and approved their Aging Projects information on September 14, 2019.
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