Consultus Announces Stack to Manage New Durham Office

DURHAM, N.C. - May 14, 2015 - PRLog -- Consultus, a fee-based financial consulting firm headquartered in St. George, Utah, announced the opening of a new branch office in Durham. The new office will be operated by Stepen Stack, a Chartered Financial Consultant and Master Certified Estate Planner, who brings over three decades of experience to the company and Raleigh-Durham area clients.

The opening of the Durham office fits nicely into the Consultus business plan and provides Stack with increased resources for his clients.

“We are in the early stages of a national expansion program,” said Hank Brock, President and CEO of Consultus. “We are searching for experienced, educated financial advisors, with one or more professional certifications to head up our branch offices. Steve joins Consultus with decades of experience, a Master of Science in Financial Services, and a number of credentials including Chartered Financial Consultant, Master Certified Estate Planner, and Certified Social Security Claiming Strategist. We couldn’t ask for a better candidate.”

For Stack, a resident of Durham since 2001, his affiliation with Consultus allows him to draw on the resources of a network of experienced planners, and to associate with a budding national brand.

“I have been searching for a firm with advanced financial planning strategies, a global economic view, and a business model that is built on fee-based consulting. Consultus delivers on all three, and more,” Stack stated.

In addition to the previously-mentioned credentials, Stack is a Certified Senior Advisor, Chartered Life Underwriter, and a Registered Financial Consultant. He earned his Bachelors degree in Business from Strayer University in 1993, and serves on the Advisory Board of Charitable Organizations.

The new branch office is located at 1000 Park 40 Plaza in Durham, near the interchange of Interstate 40 and Highway 55.

Consultus, renamed from Brock Financial in 2014, has been providing financial and retirement planning since 1979. Its parent company, Mutual Benefit International Group, Ltd., has created a business plan that includes global expansion for the company under the Consultus brand.

"We have been working on developing the plan, and building the initial infrastructure for expansion over several years," Brock added. "We are excited to announce that Steve is opening up an office for us in North Carolina. He meets and exceeds the stringent criteria that we have established for our branch office partners.”

http://durham.consultusnow.com

Consultus is a fee-based financial consulting firm specializing in the needs of affluent retirees. Based in St. George, Utah, Consultus, and its predecessor company has been offering comprehensive financial and retirement planning services since 1979. Its founder, Hank Brock, authored Your Complete Guide to Money Happiness, and was selected as one of America's top financial planners by Money Magazine as far back as 1987.