Wealth Financial Resources, LLC, led by financial professional Shameeka Greer, provides personal financial guidance and education for individuals, families, and businesses. The firm focuses on protecting and building legacies across generations, tailoring recommendations to clients’ goals, values, and circumstances rather than offering one-size-fits-all strategies. Its guidance addresses competing financial priorities, including replacing income, protecting loved ones, preparing for retirement, and saving for college.

Product and service offerings include life, disability, and long-term care insurance; annuities; supplemental health insurance, including critical illness, accident, hospital indemnity, dental, and vision plans; and business solutions such as key-person coverage, executive benefits, and succession planning. The firm also supports retirement income planning and buy-sell agreements. Clients can use financial calculators to explore retirement and college savings, investment growth, life insurance needs, and long-term care costs, and access educational articles on financial topics. Meetings are available by appointment, in person or virtually. Wealth Financial Resources is insurance and securities licensed in North Carolina and other states; securities are offered through Hornor, Townsend & Kent, LLC, a FINRA and SIPC member.