Achieve financial
peace of mind
No matter what the economy is doing
Discover how you could take the stress out of money, maximize your wealth, and create a financial plan that helps you get the best out of life.
Achieve financial
peace of mind
No matter what the
economy is doing
Discover how you could take the stress out of money, maximize your wealth, and create a financial plan that helps you get the best out of life.
Your trusted financial partner
39 +
years’ experience
150 +
clients helped
100%
independent
Your trusted financial partner
39 +
years’ experience
150 +
clients helped
100%
independent
Whatever help you need,
It's here
Whether you’re looking to build a nest egg or protect your assets,
we can help you make informed decisions for your future.
Wealth
preservation
Preserving your wealth can be a complicated process. That's why we'll help you safeguard money for your future needs and those most important to you.
All-weather
Investments
Stock markets can be volatile. Our team could help you make investments that aim to minimize losses and generate returns irrespective of market conditions.
Tax
Minimization
Depending on your income level, you may want to utilize tax strategies. We'll help you reduce what Uncle Sam takes from you in retirement.
Guaranteed
Retirement Income
Whatever your plans are in the future, you’ll need income to support them. We have tools to replace your paycheck with guaranteed income for life. No matter how long you live.
Inheritance
Planning
The right planning strategies could protect your assets and mitigate tax. We aim to provide all the guidance you need so your beneficiaries are well taken care of.
Contingency
Planning
By creating a financial plan that includes emergency funds, insurance policies, and other investments, we can help protect you from unexpected financial risks.
Whatever Help You Need, It's Here
Whether you’re looking to build a nest egg or protect your assets, we can help you make informed decisions for your future.
Wealth
preservation
Preserving your wealth can be a complicated process. That's why we'll help you safeguard money for your future needs and those most important to you.
All-weather
Investments
Stock markets can be volatile. We could help you make investments that aim to minimize losses and generate returns irrespective of market conditions.
Tax
Minimization
Depending on your income level, you may want to utilize tax strategies. We'll help you reduce what Uncle Sam takes from you in retirement.
Guaranteed
Retirement Income
Whatever your plans are in the future, you’ll need income to support them. We have tools to replace your paycheck with guaranteed income for life. No matter how long you live.
Inheritance
Planning
The right planning strategies could protect your assets and mitigate tax. We aim to provide all the guidance you need so your beneficiaries are well taken care of.
Contingency
Planning
By creating a financial plan that includes emergency funds, insurance policies, and other investments, we can help protect you from unexpected financial risks.
Hi, I'm Kent Petticord
When hard-working individuals in Winston-Salem start feeling anxious about their income and spending needs in retirement, they come to our team.
Not only do we take the confusion and guesswork out of financially planning for the future. But our strategies are designed to secure comfortable retirement and ensure a legacy is left behind — no matter what the economy is doing.
Hi, I'm Kent Petticord
When hard-working individuals in Winston-Salem start feeling anxious about their income and spending needs in retirement, they come to us.
Not only do we take the confusion and guesswork out of financially planning for the future. But our strategies are designed to secure comfortable retirement and ensure a legacy is left behind — no matter what the economy is doing.
What are the benefits of
working with a financial advisor?
Reduced financial stress
Do you ever worry about money? If so, you should consider working with a financial advisor. One of our main objectives is to relieve any anxiety or concerns you may feel about your financial situation. We’ll help you develop a plan that is tailored to your individual needs and will provide guidance right through to your retirement.
Improved financial knowledge
There's a lot of complex jargon and conflicting information when it comes to personal finance. That's why we’ll help you gain a better understanding of how your money works and simplify the options available to you. This improved financial knowledge could help you make more informed decisions when it comes to managing your income.
Increased financial security
Many hard-working people don't achieve financial security because they don't have a strategy in place (or the wrong one!). But when we work together, we'll create a comprehensive and effective plan that is designed to ensure you have a secure financial future. Our goal is to give you complete peace of mind.
What are the benefits of working with a financial advisor?
Reduced financial stress
Do you ever worry about money? If so, you should consider working with a financial advisor. One of our main objectives is to relieve any anxiety or concerns you may feel about your financial situation. We’ll help you develop a plan that is tailored to your individual needs and will provide guidance right through to your retirement.
Improved financial knowledge
There's a lot of complex jargon and conflicting information when it comes to personal finance. That's why we’ll help you gain a better understanding of how your money works and simplify the options available to you. This improved financial knowledge could help you make more informed decisions when it comes to managing your income.
Increased financial security
Many hard-working people don't achieve financial security because they don't have a strategy in place (or the wrong one!). But when we work together, we'll create a comprehensive and effective plan that is designed to ensure you have a secure financial future. Our goal is to give you complete peace of mind.
The 3-step process to achieving
financial peace of mind
The 3-step process to
achieving financial peace of mind
We’ve helped 150+ people transition from a regular paycheck to steady retirement income.
Let us show you how they did so you can do it, too.
Step 01: Clarity
The first step in creating a rock-solid financial plan is getting clear on what your long-term goals are. We’ll go over all your income sources and help you gain clarity over your unique situation.
Step 02: Strategy
The next step is crafting a strategy that’ll help you achieve your financial goals. We’ll make sure this strategy is aligned with your risk tolerance and that you’re 100% comfortable with the plan.
Step 03: Execution
The final step is putting your financial plan into action. Unlike many other advisors, our strategies are not built on ‘hope for the best’. We’ll review and adjust to ensure you’re on track.
The 3-step process to achieving
financial peace of mind
The 3-step process to achieving financial peace of mind
We’ve helped 150+ people transition from a regular paycheck to steady retirement income. Let us show you how they did so you can do it, too.
Step 01: Clarity
The next step is crafting a strategy that’ll help you achieve your financial goals. We’ll make sure this strategy is aligned with your risk tolerance and that you’re 100% comfortable with the plan.
Step 02: Strategy
The next step is crafting a strategy that’ll help you achieve your financial goals. We’ll make sure this strategy is aligned with your risk tolerance and that you’re 100% comfortable with the plan.
Step 03: Execution
The final step is putting your financial plan into action. Unlike many other advisors, our strategies are not built on ‘hope for the best’. We’ll review and adjust to ensure you’re on track.
Frequently asked questions
Frequently asked questions
The first step is to understand how much you can lose and how much you need to maintain your lifestyle. The second step is to create a strategy which is aligned with your risk profile.
Unlike many financial advisors, we don’t offer one way of investing. They typically offer a 'buy-and-hold' approach and often advise riding out market crashes and downturns. However, we believe the goal is to try and avoid devastating losses. We're also 100% independent and will make recommendations based on your individual needs.
It’s likely you’ll rely on your investments to provide you with income in retirement. This is why you ought to have strategies in place that not only protect your portfolio from market declines, but have the ability to grow your investments irrespective of market fluctuations. Our strategies are designed with this in mind.
Despite what you’ve heard, not all annuities are bad. A lot depends on the type of annuity and your situation. If we work together, we will provide you with personalized financial advice based on your individual goals and needs.
The only way to know is by creating a retirement plan that looks at many different scenarios and that you have saved enough relative to how much you are saving.
The investment in working together will depend on the type of strategy you decide to pursue. Either way, we hope this investment will seem small in relation to the outcomes we will strive to achieve.
We've asked our clients to share their experiences,
here’s what they’ve had to say…
"I have been working with Kent Petticord for several years now, and he’s consistently provided me with excellent service and sound financial advice. Over the years, he’s helped me to understand the complexities of managing my personal finances, and has gone above and beyond to ensure that my investments are properly diversified and managed. I wouldn't hesitate to recommend Kent to anyone."
Donna Leonard
9th August 2022
"Kent has been my financial advisor for almost a decade now, and I've never been disappointed. He’s always available to answer my questions and simplify things in a way I can understand. He’s helped me plan for the future and given me the confidence to make wise investments. I always feel like I'm in good hands. I highly recommend Kent to anyone looking for reliable and knowledgeable financial advice."
Carol Myers
28th October 2022
"Kent has been a great partner in helping me to plan for my financial future. He has always been available to answer my questions and provide me with timely advice. His expertise in the markets has enabled me to make informed decisions, and he’s always been willing to go the extra mile to make sure I'm well taken care of. If you’re looking for an experienced advisor, Kent is your guy."
Ron Hope
2nd December 2022
*Please note: testimonials were solicited but nobody was paid to provide them.
Level up your financial literacy
with these latest insights.
7 Mistakes to avoid when choosing a financial advisor
A financial advisor with your best interests at heart can be a valuable partner who can help get closer to the future you envision for you and your family. And since financial...
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Annuities are an attractive option for individuals looking to secure a retirement income, and manage the risk of living beyond their savings. It is an insurance...
“How to protect your 401(k) or IRA from stock market crashes”
Do you know what 110 million Americans aged 50 and over have in common? They all want a comfortable retirement — enough income to do whatever they want. No concerns...
Level up your financial literacy
with Our latest insights
7 Mistakes to avoid when choosing a financial advisor
A financial advisor with your best interests at heart can be a valuable partner who can help get closer to the future you envision for you and your family. And since financial...
Annuities: how guaranteed retirement income works
Annuities are an attractive option for individuals looking to secure a retirement income, and manage the risk of living beyond their savings. It is an insurance...
“How to protect your 401(k) or IRA from stock market crashes”
Do you know what 110 million Americans aged 50 and over have in common? They all want a comfortable retirement — enough income to do whatever they want. No concerns...
Your journey to a comfortable
Retirement starts here
Schedule a short and friendly conversation at a time that suits you best by clicking the button below.
This is a mini-fact-finding session to help us understand your needs and to see whether we can help.
Your journey to a comfortable
Retirement starts here
Schedule a short and friendly conversation at a time that suits you best by clicking the button below.
This is a mini-fact-finding session to help me understand your needs and to see whether we can help.
© Kent Petticord 2022
All Rights Reserved
Privacy Policy
© Kent Petticord 2022
All Rights Reserved
Privacy Policy
Advisory services offered through Portfolio Medics.
Views expressed by Portfolio Medics are theirs alone. This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different type of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either by suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy or reliability.
Advisory services offered through Portfolio Medics.
Views expressed by Portfolio Medics are theirs alone. This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different type of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either by suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy or reliability.