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About Ruth

My Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Ruth Petty



Ruth R. Petty, MSFS is the owner and financial planning consultant at Financial Strategies Unlimited. She is appointed to practice in North Carolina, Virginia, Massachusetts, and California. Ruth holds a Master of Science in Management (1993) and a Master of Science in Financial Services (2000).

Ruth has authored numerous journals, newspaper articles and professional textbooks; she is also a seminar speaker. Ruth proudly serves the community of Greensboro and focuses on providing comprehensive financial planning, with a concentration in retirement income planning.

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