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Our 5-Step Process

There is no better way to look forward and take control than with our 5-Step Process. Find out if you have problems like “phantom income taxation” or a wide variety of other tax issues. Are you preparing to sell real estate? Do you need to increase your annual income or lower your risk level? Have you lost a spouse and now have all the financial decisions to make? Are you retiring, or rolling over a large sum of money? Are you selling a business? A candid discussion of what you want your money to do for you is the most important first step.

A benefit of our 5-Step Process is that you can apply it to any financial decision or concern you have. It helps stop your money from “falling through the cracks,” and it helps assure you that any major financial decision you make is the right one for you. In other words, learn what questions to ask before making any financial decision, and identify ways to assure your decisions are in your best interest.

Our 5-Step Process can also help determine what your next steps should be or what other areas might need review, such as your estate plan, long-term healthcare issues, charitable planning and more. We can refer you to qualified legal and tax advisors for these services.

Pinehurst Capital’s core services are built around five primary pillars to best serve your retirement needs:

  • Lifetime Income Planning
  • Investment Portfolio Management
  • Tax Preparation and Reduction Strategies
  • Long-Term Healthcare Planning
  • Estate and Legacy Planning
Call us at (910) 235-4140 for your free, no obligation 5-Step Process Review and find out if anything is missing in your current plan.

Would you like to know more? Contact us today!



Please do not put off future planning!

It is important to feel you have control over your future. At Pinehurst Capital, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

To schedule a time to discuss your financial future and the possible role Pinehurst Capital can play in your financial strategy, contact us at admin@pinehurstcapital.net or call us at (910) 235-4140 today!

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We are an independent financial services firm helping families create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Pinehurst Capital and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Pinehurst Capital, Inc. is a Registered Investment Advisor in the state of North Carolina. The presence of this website shall in no way be construed or interpreted as a solicitation to sell, or offer to sell, investment advisory services to any residents of any state other than the state of North Carolina or where otherwise legally permitted.