8816 Six Forks Road Suite 301 Raleigh, NC 27502

(919) 719-3817
ssorrell@capfs.com
Client Login
Scott D. Sorrell, CFP<sup><sup>&#174;</sup></sup>, AIF<sup><sup>&#174;</sup></sup>, AEP<sup><sup>&#174;</sup></sup>, ChFC<sup><sup>&#174;</sup></sup>, CLU<sup><sup>&#174;</sup></sup>, CKA<sup><sup>&#174;</sup></sup>, RICP<sup><sup>&#174;</sup></sup>, CASL<sup><sup>&#174;</sup></sup>, CLTC Home
Scott D. Sorrell, CFP<sup><sup>&#174;</sup></sup>, AIF<sup><sup>&#174;</sup></sup>, AEP<sup><sup>&#174;</sup></sup>, ChFC<sup><sup>&#174;</sup></sup>, CLU<sup><sup>&#174;</sup></sup>, CKA<sup><sup>&#174;</sup></sup>, RICP<sup><sup>&#174;</sup></sup>, CASL<sup><sup>&#174;</sup></sup>, CLTC Home
  • Home
  • About 
    • Qualifications
    • Team
    • Collaboration
    • Speaking Engagements
  • Services 
    • Business Planning
    • Estate Planning
    • Retirement Planning
  • Blog
  • Podcast
  • Resources 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Contact
Client Login

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?

Contact

Office: (919) 719-3817

8816 Six Forks Road

Suite 301

Raleigh, NC 27502

Series 7, 65, 63

ssorrell@capfs.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

Royal Alliance Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and investment advisory services through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. Branch phone: 919-546-0400.  RAA does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of GA MS NC SC VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.