Mott Retirement Services, Inc. is a financial services firm specializing in assisting pre-retirees, retirees, and small business owners become confident in their fiscal future on all levels related to their personal finances.  This includes health and life insurance planning, individual retirement income planning, investment management, and small business retirement plan design. 

The mission of Mott Retirement Services, Inc. is to aid clients in achieving the retirement goals that are most important to them.  Providing hands on strategic planning to help clients determine what is needed for them to obtain financial independence is the number one priority. 

Casey Mott, President, is a Financial Advisor with over 16 years experience managing the financial needs of individuals and small business owners in the Triad.  Client solutions included health insurance, life insurance, annuities, fee-based managed investment accounts, and small business retirement plans that are designed to help protect and preserve client's assets.

In addition, Casey also has 12 years of training and experience in a banking environment that enables him to negotiate on your behalf for individual or business loan requests or deposit account needs with local community banks.