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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

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

Personal Finance Calendar

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.
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When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?
Learn More