Left Tackle Advisors

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Left Tackle Advisors We protect your blindside. Retirement should mean freedom: the freedom to live more, leave your mark, and have greater impact.

That’s why we don’t just build the right plan — we build the 𝘦𝘯𝘵𝘪𝘳𝘦 plan, so you can stay focused on the playing field. Our primary focus centers around three things: Safety first – Developing a plan that protects your principal. Reasonable rate of return – Avoiding reliance solely on the Wall Street roller coaster ride. Simplicity – Creating plans with fewer moving

In retirement planning, people often account for all their spending the same way, as if every dollar leaving the account...
10/30/2026

In retirement planning, people often account for all their spending the same way, as if every dollar leaving the account carries equal weight. But there’s a meaningful difference between the money that keeps the lights on and the money that makes life worth living.

Essential expenses — housing, food, health care, utilities — need to be covered. There’s no doubt about that. But discretionary spending — travel, hobbies, dinners out, gifts to grandchildren — is where much of retirement actually happens.

Understanding the difference between these two categories, and planning for both, can help ensure that the experiences you’ve worked towards aren’t the first things sacrificed when things get bumpy.

This is why thoughtful income planning matters.

🎉 We have some exciting news! 🎉Left Tackle Advisors has officially earned Bronze in the Wealth Management category of Th...
10/26/2026

🎉 We have some exciting news! 🎉

Left Tackle Advisors has officially earned Bronze in the Wealth Management category of The News & Observer’s Raleigh’s Best contest!

And the best part? This recognition came from your votes!

To everyone who took a moment to vote, shared our name, and continues to support our team — THANK YOU! We’re incredibly grateful to be part of this community, and we don’t take your support for granted.

Here’s to helping more teammates live more and leave their mark! 🏆💚

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Bronze, Wealth Management, Raleigh’s Best 2026 — a reader-voted program by The News & Observer. Voting held July 6-24, 2026; announced Oct. 25, 2026. We encouraged clients to vote and paid a fee to use the award name and logo. Not indicative of future performance.

Corn dogs? Absolutely. The tallest mobile ferris wheel? You bet. Quality time together outside the office? Priceless. 🌭🎡...
10/23/2026

Corn dogs? Absolutely. The tallest mobile ferris wheel? You bet. Quality time together outside the office? Priceless. 🌭🎡

Yesterday, we put living more into practice at the NC State Fair — making memories, sharing laughs, and proving that doing business and doing life together is a pretty great combination.

We might need a few days to recover from the corn dogs though. 😂💚

One of the biggest mistakes people make in retirement planning is underestimating how long they might live. For a health...
10/23/2026

One of the biggest mistakes people make in retirement planning is underestimating how long they might live. For a healthy, non-smoking couple retiring at 65…

- There’s a 50% chance at least one spouse will still be alive — and needing income — at age 92.
- There’s roughly a 10% chance one spouse will live to age 100.

That’s not insignificant. And as advances in health care and medical research continue to improve longevity, planning for a long retirement becomes even more important.

We bring these stats to your attention for a simple reason: If we can’t picture those possibilities, we’re much less likely to plan for them. And retirement planning decisions often look very different once we do.

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Source: SOA Longevity Illustrator

One of the hardest parts of investing is knowing when not to act. When an investment rises significantly, selling to loc...
10/15/2026

One of the hardest parts of investing is knowing when not to act.

When an investment rises significantly, selling to lock in a gain can feel like the smart decision. After all, you’ve made money. Why not protect it?

But sometimes, selling a long-term investment for a short-term win means giving up something even more valuable:

Time.

The power of compounding doesn’t happen overnight. It requires patience, discipline, and the willingness to stay invested through the inevitable ups and downs.

Building wealth is rarely about making the perfect move. More often, it’s about giving good decisions enough time to work.

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There is no assurance that any investment strategy will be successful, and past market performance is not indicative of future results. Staying invested isn’t without risk. Markets can decline for extended periods, and there’s no guarantee that a given investment will recover within any particular timeframe.

After years of retirement conversations, here’s one thing we’ve learned: Most people have a general idea of what they sp...
10/07/2026

After years of retirement conversations, here’s one thing we’ve learned:

Most people have a general idea of what they spend today, but far fewer have thought about what they’ll spend throughout retirement.

The reality is that retirement spending often changes over time. Early retirement may include more travel and new experiences. Later years can bring different priorities — and often higher healthcare costs.

A retirement budget that works at 65 may not reflect what you’ll need at 75 or 85. That’s why retirement planning isn’t just about saving enough. It’s about creating a plan that can adapt as your life evolves.

Some of the most valuable financial advice you’ll ever receive will never appear on a performance report. There’s no lin...
10/02/2026

Some of the most valuable financial advice you’ll ever receive will never appear on a performance report. There’s no line item that says:

“Avoided panic selling.”

Or:

“Stayed focused during market volatility.”

Yet those moments can have a lasting impact on your financial future. The real challenge isn’t building the perfect portfolio — it’s having the discipline to stick with a thoughtful plan when headlines, market swings, and emotions tempt you to do otherwise.

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There is no assurance that any investment strategy will be successful, and past market performance is not indicative of future results.

If money were no object, what would you want to be true of your life that isn’t true today? Most people can come up with...
09/25/2026

If money were no object, what would you want to be true of your life that isn’t true today? Most people can come up with a list.

More time with family.
Stronger friendships.
Better health.
Less stress.
More meaningful work.

Now ask yourself one more question: How much of that list actually requires more money?

For many people, the answer is surprisingly little.

Of course financial planning matters. But sometimes, the life you’re working toward may be closer than you think.

When most people think about legacy, they think about what they’ll leave behind financially. A will. An estate plan. A t...
09/18/2026

When most people think about legacy, they think about what they’ll leave behind financially.

A will. An estate plan. A trust.

Those things matter, but they’re only part of the story.

Your legacy also lives in the values you pass on, the examples you set, and the way your family remembers you.

Money can be spent. Values have the potential to shape generations.

Perhaps the most important legacy question isn’t just:

“What will I leave behind?”

It’s also:

“What will I teach the people I leave behind?”

Every generation of investors has faced reasons for caution. Wars. Economic shocks. Political uncertainty. The details c...
09/11/2026

Every generation of investors has faced reasons for caution.

Wars. Economic shocks. Political uncertainty.

The details change. The feelings don’t.

When uncertainty is high, it’s easy to shift our focus from decades to days — and that’s often when we hear one of the most common phrases in investing:

“This time is different.”

History reminds us that markets have endured an extraordinary range of challenges. Along the way, businesses have continued to adapt, innovate, and evolve.

While no one knows what the future holds, maintaining a long-term perspective has historically been an important part of successful investing.

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There is no assurance that any investment strategy will be successful, and past market performance is not indicative of future results.

Address

1340 Sunday Drive, Ste 101
Raleigh, NC
27607

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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