Free Financial Analysis in Cary, NC by Leading Expert!

Paul PittmanI just received the note below from one of the BEST Financial Planners I know!  It is very generous, and valuable, as the offer comes from one of the most sincere people in the business.  I highly recommend Paul Pitman - and suggest that if you, or someone you know, is facing a layoff - call him.  This is not the time to go it alone!

"In light of the current economic climate and the vast number of people that are being laid-off and downsized, The Preferred Client Group, a private financial consulting firm based in Cary, NC has announced that until March 30, 2009, they will waive all planning and consulting fees to those that have been affected by the layoffs.

If you know anyone that has been laid-off or are changing jobs, and need help making sound financial decisions during this difficult time, contact

Paul Pittman CFP, Managing Director of The Preferred Client Group

 at 919-459-2064 or ."


Comment balloon 7 commentsEleanor Thorne • January 28 2009 09:43AM


Sounds like a great plan - do they help with credit counseling too?  Nothing more important right now than having good credit!

Posted by Stanton Homes, Design/Build Custom Home Builder in North Carolina (Stanton Homes - New Home Builder) over 10 years ago

Penny- no Paul doesn't do that - he is a true financial planner.  He helps my parents, and this week met with one of my friends.  She and her husband wanted to talk to a financial planner about a potential refinance, because right now everyone who has lost some of their retirement are concerned about EACH of the decisions they make.  Paul gave them some recommendations (that followed along with my proposal for the refinance) and they are very pleased with the way they are restructuing some of their savings! They feel they have a solid plan for the next several years.  The added confidence that you are making the right move - especially when you might need to live on some of your savings earlier than you expected while you are looking for a job - is huge!

Posted by Eleanor Thorne, Equity Resources 919-649-5058 (Equity Resources) over 10 years ago

Wow, that is extremely generous and couldn't be more timely!  Thanks for passing this along!

Posted by Leesa Finley, RED Properties - Raleigh NC Real Estate (RED Properties) over 10 years ago

Eleanor - Wonderful gesture by Paul.  I'm going to forward this link to my folks who live in Raleigh; I'm sure many can benefit from this. 

Posted by Jason Sardi, Your Agent for Life (Auto & Home & Life Insurance throughout North Carolina) over 10 years ago

What a nice service to help people that have so much stress in their lives. Just listening during this time can be helpful.

Posted by Terry & Bonnie Westbrook, Westbrook Realty - Grand Rapids Forest Hills MI Re (Westbrook Realty Broker-Owner) over 10 years ago

Very generous and kind offer, and aren't you wonderful to spread the word.

Posted by Susie Blackmon, Ocala, Horses, Western Wear, Horse Farms, Marketing over 10 years ago

Thanks Eleanor for the great information that we can pass along to those in need!  Thanks too goes to the Preferred Client Group for their very generous offer.

Your Raleigh Realtors

Posted by Lee & Pamela St. Peter, Making Connections to Success in Real Estate (Berkshire Hathaway HomeServices YSU Realty: (919) 645-2522) over 10 years ago