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At Crescent Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address: •Investing principles and strategies •Retirement investing and distribution strategies •Estate conservation issues •Risk management analysis We also can answer your questions, including: •Can I retire early? •Are my investments working hard enough? •What’s a good approach for college savings? •What are the elements of a sound estate strategy? •Do I have enough life insurance for my family? Our experienced financial advisors have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

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A Financial Coach

Jim Fadell is the President and CEO of Consultants of Carolina. He earned a B.S. in Chemical Engineering and an MBA focused on Organizational Dynamics and Leadership. He has over 25 years of leadership experience with Fortune 500 companies including Vice President and Corporate Officer. Jim is an experienced trainer and facilitator having written and delivered dozens of sessions on various topics including Strategic Talent Management, Diversity in the Workplace, Behavioral-Based Interviewing, Effective Performance Reviews, Managing a Multi-Generational Workforce, Setting Employee Goals and Expectations, and Developing Outstanding Customer Service. He holds multiple patents and is Level 2 Certified in the administration and interpretation of Employee Assessments. Since 2010 he has work