Todd Pierce - Professional

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Todd Pierce - Professional Working in association with AmeriLife - one of the Nation's Leading Senior Insurance Marketing Agencies.

Specializing in Medicare/LTC, Life, Annuity & Asset Protection. IRA/401K and Income Maximization , Registered Fiduciary & Investment Adviser Rep. Todd Pierce ~ President, Pierce Insurance Management, Inc. DBA Pierce Financial Group ~ Managing Director, AmeriLife of NC, LLC. ~ Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and AmeriLife are separate companies but are affiliated through common ownership. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
09/23/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

There’s a lot of uncertainty when you’re getting close to retirement.When should I claim? What will my taxes look like? ...
09/22/2026

There’s a lot of uncertainty when you’re getting close to retirement.

When should I claim? What will my taxes look like? Am I missing something?

I hear questions like these all the time.

You may not be able to predict everything that happens in retirement, but having a better understanding of the decisions in front of you can give you more confidence moving forward.

That’s what I want to help with on September 29.

I’ll walk through some of the things I believe are important to understand before making these decisions.

👉 Reserve your free spot: https://piercestrategicwealth.com/free-webinar-page

Hope to see you there.
— Todd Pierce

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
09/21/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

I’m excited to invite you to my upcoming FREE webinar on September 29.If you’re approaching retirement or already retire...
09/21/2026

I’m excited to invite you to my upcoming FREE webinar on September 29.

If you’re approaching retirement or already retired, you may have questions about Social Security, taxes, RMDs, and how these pieces fit into your overall retirement plan.

I’ll be breaking down some of these important topics during this live online webinar and sharing information you can use as you think through your own retirement decisions.

📅 Tuesday, September 29, 2026
🕡 6:30 PM EDT
💻 Live Online

And yes — there’s no cost to attend.

All you need to do is register, save the date on your calendar, and join me online.

👉 Reserve your free spot here:
https://piercestrategicwealth.com/free-webinar-page

I hope you’ll join me. I’d love to see you there!
-Todd Pierce

Join Todd Pierce for a complimentary webinar about Social Security benefits, retirement taxes, RMDs, and informed retirement income decisions.

Your financial future is calling. Develop a strategy for your investments today.
09/18/2026

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset alloc...
09/16/2026

Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset allocation, and consistent investing may help you navigate good times and challenging periods.

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

I think we sometimes look at protection the wrong way.It isn’t only about preparing for something bad.It can also be abo...
09/16/2026

I think we sometimes look at protection the wrong way.
It isn’t only about preparing for something bad.
It can also be about preserving what’s good.

The retirement you planned.
The experiences you hoped to share.
The choices you wanted your spouse to have.
The future you spent decades working toward.

So instead of only asking:
“Do I have life insurance?”

I think there’s a more important question:

💭 “If I’m no longer here, does our financial strategy still give the people I love choices?”

Because ultimately, wealth isn’t just about what you accumulate.

It’s about what those resources allow you, and the people you care about to do.

If you’d like to take another look at how your current strategy protects the people and possibilities that matter to you, let’s talk.

LET’S TALK →
📅 Book a time with me:
https://calendly.com/todd-pierce/consultation?month=2026-09

More choices. More possibilities. Because life is meant to be lived.

Retirement planning comes with plenty of “what ifs.”What if one spouse dies earlier than expected?What happens to the su...
09/15/2026

Retirement planning comes with plenty of “what ifs.”

What if one spouse dies earlier than expected?
What happens to the surviving spouse’s income?

Which plans can continue, and which suddenly have to change?

I don’t think the goal is to predict everything life might throw at us. It’s to think through the possibilities before they become realities.

🛡️ Life insurance can be one part of that conversation, alongside retirement income, investments, taxes, healthcare, longevity and survivor planning.

Here’s the question I’d ask:
If something happened to you tomorrow, which part of your family’s financial plan would change first?

If you’re not sure how your plan would hold up when life doesn’t go according to plan, let’s talk it through.

LET’S TALK →
📅 Book a time with me:
https://calendly.com/todd-pierce/consultation?month=2026-09

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
09/14/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

We build retirement strategies designed for real life—not ideal conditions. Through Social Security optimization, tax-efficient income planning, Medicare guidance, and disciplined investment management, we help clients prepare for market declines, healthcare costs, longevity, and life's surprises.

💭 What do you really want to leave behind?For most people I talk with, the answer is bigger than a number.It’s the peopl...
09/14/2026

💭 What do you really want to leave behind?

For most people I talk with, the answer is bigger than a number.

It’s the people you protected. The opportunities you helped create. The values you passed forward. And the life your family can continue building after you’re gone.

That’s why I don’t think a legacy strategy is only about what someone inherits.

It’s also about what you want that inheritance to make possible.

Life insurance can be one part of a broader financial strategy designed to help protect the people you love and the plans you’ve spent a lifetime building.

So here’s a question worth thinking about:

What do you want your legacy to make possible?

If you’ve been thinking about that question, let’s talk.

LET’S TALK →
📅 Book a time with me:
https://calendly.com/todd-pierce/consultation?month=2026-09

More choices. More possibilities. Because life is meant to be lived.

Address

11016 Rushmore Drive Suite 175
Charlotte, NC
28277

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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