Armstrong Financial Services investments and financial planning

Comprehensive Wealth Management Solutions

James E. Armstrong Jr. CFP®, ChFC®, president of Armstrong Financial Services Inc., earned a Bachelor of Science in Economics from NC State University, is a Certified Financial Planner and a Chartered Financial Consultant. He also holds the following securities and insurance registrations:
 
FINRA Series 7                 General Securities Representative
FINRA Series 24               General Securities Principal
FINRA Series 66               Investment Advisory Representative
FINRA Series 4                 Registered Options Principal
FINRA Series 53               Municipal Securities Principal
Life & Health Insurance
Long Term Care Insurance
 
Biography
James and his wife, Desiree, are both Raleigh natives.  James served in the US Navy for 6 years and was honorably discharged in 1990 as a First Class Petty Officer.  After working as a technician in the electronics field, he initially pursued an Electrical Engineering degree from NC State before entering the financial services industry.  James initially came into the industry to assist his father, James Armstrong Sr., in the supervision of a network of Royal Alliance advisors in branch office locations scattered over the Southeastern United States.  James E. Armstrong Jr. currently  manages the day to day compliance oversight of approximately 45 registered representatives at any given time while also serving his clients.  Having oversight of so many successful advisors gives James unique insight into how best to serve his own clients.  He also serves on the Eastern Advisory Board of his broker dealer, Royal Alliance, helping to develop and implement best practices for Royal Alliance registered representatives.  James is active in his church in the area of music production.  He and Desiree have a daughter and a son, Morgan and Joshua, born 11 months apart in 2008.

Armstrong Financial Services, Inc., executes investment purchases through Royal Alliance, one of the nation’s premier independent Broker Dealers.

 
Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

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