American Prosperity Group

 

American Prosperity Group of Cary, NC

  James (Jim) Terrill, CMFC
Retirement & Estate
Planning Specialist


WATCH WELCOME VIDEO

  


Thank you for visiting APG of Cary, NC.  My practice is focused on Retirement, Estate and Long-Term Care planning.  If that's of interest to you, then you are in the right place.  My mission is to become your trusted advisor for life.

My purpose is to educate you on the very best strategies in the industry today and to develop and implement a personal family plan that emphasizes safety, liquidity, growth, income for life and tax benefits.  We believe that "Prior Planning Prevents Poor Performance."  With a comprehensive plan in place you can expect greater peace of mind and confidence for the future!

There is no minimum net-worth requirement and there are never any fees for my consulations. 

Please take time to explore this website for more information on my services and to take advantage of the valuable free resources available in our "Learning Center".  You will not want to miss the live educational workshops - just click-on "Attend a Free Education Course" to learn more about them.

Once you have spent time learning about APG and what we do, please contact me.  I would enjoy working with you to develop a customized plan that fits your unique situation, circumstances, goals and desires.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

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