Why Use This Tool?

We help our clients make sense of and prioritize all the pieces of their financial picture, by helping them DISCOVER and CLARIFY what is really important to them, bringing CREATIVE ideas and strategies to the table, and COORDINATING and organizing their financial, legal, and tax information. We COLLABORATE and COMMUNICATE with our clients' professional advisors (e.g. attorneys, CPA's etc, as needed, in order to create a client-centered and integrated plan. Then we serve as the CATALYST to help clients actually get done what needs to get done. As a part of our comprehensive planning services, we organize client's important information all in one place on a private customized client website, updated daily and accessible to clients, their chosen advisors or family members and our firm 24/7. Our mission is to help our clients enjoy all forms of their wealth, experience greater motivation and results with their planning, and design, live and leave behind their own unique legacy. For many, our counsel and assistance has resulted in increased retirement income, substantial savings in estate and income taxes, protection of assets and the creation of successful strategies for more meaningful multi-generational family wealth transfers. We serve clients from two office locations in Durham and Raleigh.

A Tarheel native from Raleigh, NC, Janet Ramsey, CLU, ChFC and CERTIFIED FINANCIAL PLANNER™, is a well-known financial educator, speaker and counselor to clients, advisors, educational, non-profit and professional groups. She writes and speaks to varied audiences on topics including:

*ZERO ESTATE TAX PLANNING,

*TAX SMART STRATEGIES FOR RETIREMENT PLANNING

* MAXIMIZING THE INCOME AND ESTATE TAX OPPORTUNITIES WITH IRA’S

* OPTIMIZING YOUR WEALTH and FAMILY AND BUSINESS PRESERVATION 

She is Founder and President of Premier Advisor Group LLC and has provided financial counseling and advice for over 28 years. 

She is currently a board member for The Forest at Duke, treasurer of her church and a member of the NC Planned Giving Council and the Financial Planning Association.  She is Past Chair and former member of the UNC Kenan-Flagler Business School Alumni Council. She is past President of the Orange-Durham Estate Planning Council. 

Janet is a registered representative and advisory representative of Lincoln Financial Securities Corporation, member FINRA/SIPC.