Broker Check

Durham Office

555 South Mangum Street,

Suite 100
Durham, NC 27701

Raleigh Office

3356 Six Forks Road

Raleigh, NC 27609

Useful Links

Online Account Access

24 hour online access to your accounts and sign up for e-delivery to turn off the annoying mail!

Client Login

Performance Reports

Advisor invited software that provides you with consolidated performance reports.  Email us today to get access!

Log In

Online Access to Your Financial Plan

To request access, please email us at Danielle@Lilywp.com

Financial Plan Access
Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Featured Content

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
Learn More
Saving for Retirement

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
Learn More
Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Learn More