A COMPREHENSIVE APPROACH TO RETIREMENT PLANNING
From tax return analyses to identify potential tax-saving opportunities, to investments and assets under management, to legal matters such as the creation of a living will or trust - we’ve maintained strategic relationships with carefully selected professionals with whom we work closely to provide our clients with an end-to-end suite of services. We confidently endorse these individuals and recommend our clients utilize them for any specialized needs that may arise.
Registered Investment Advisor
Olympic Golden Retirements
Born in Thailand, educated bilingually first in France and later in Washington D.C. Renan learned at an early age to interact with people from different cultures, languages and ethnicities. From the French International School in Bethesda, Maryland, he came to UNCW to major in Business and Spanish, adding another language to his repertoire.
In 2006, he and a business partner founded Strategy Panama whose focus was on business brokering and consulting. During the 2008 financial crisis, it became apparent to him that many of his clients were unprepared for retirement. This is when he started referring many of his clients to Manny Fotiou, President of Olympic Golden Retirements. Together, they worked primarily on safeguarding his clients’ savings and strengthening their income and estate plans.
Renan came back to the United States to earn his International MBA at the Cameron School of Business at UNC-Wilmington.
Working with Olympic Golden Retirements, he now has the opportunity to help his clients with their retirement planning needs, to do for others what Manny was able to do for his family after the last market crash.
Renan services clients in Raleigh and Wilmington; he currently lives in Raleigh with his son Noah.
Shirley M. Diefenbach began her law practice in New York, where she was an associate of a nationally recognized Elder Law and Estate Planning law firm. Through her years of practice, she has had the opportunity to help hundreds of families with their estate planning and trust and estate administration needs.
Shirley earned her undergraduate degree from the University of Maryland, and her law degree from the Benjamin N. Cardozo School of Law in New York City. While in law school, Shirley was the Internet Editor of the Arts & Entertainment Law Journal and a member of the Tax Clinic. In that capacity, she represented low-income taxpayers in audits, administrative appeals, offers in compromise, and other tax collection matters.
Shirley is admitted to practice law in New York and North Carolina. She is also accredited by the Department of Veteran’s Affairs to represent clients before the Agency.
Shirley is a board member of the Elder & Special Needs Section of the North Carolina Bar Association and a member of the Durham-Orange Estate Planning Counsel, the Durham County Bar Association, and the National Academy of Elder Law Attorneys (NAELA).
Shirley has been married to her husband, Scott since 1999. She has two sons, Nathan, born in 2008 and Gavin, born in 2012. She enjoys cooking, traveling, and spending time with her friends and family.
*Bio taken from Walker Lambe
Old House Bookkeeping & Tax
My name is Matthew Jednak, and I have lived in Chapel Hill and the Pittsboro area since 2008. My wife and I are very happy to raise our son here, and to call this our home. I graduated from UNC – Chapel Hill with a Bachelor’s of Science in Mathematical Decision Science. After school, I was an assistant fencing coach at UNC for 6 years, and still enjoy coaching the sport in a more part-time role.
Outside of work, I love to be with my family. It goes without saying that I love watching the Heels play. I truly enjoy going to games with my wife, who may be a bigger fan than I am, and my son.
I am excited about growing with my community, and helping individuals and small businesses with their financial logistics. Old House Bookkeeping & Tax is dedicated to creating a personal relationship with each client, and catering to their specific needs. I look forward to speaking with you.
*Bio taken from Old House Tax
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