Let's plan your brighter future!
Let's plan your brighter future!
We start by documenting your goals and then compare them to your current portfolio. We use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
We are passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. Our goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. We use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.
Since 1999, we have been helping business owners and individuals safeguard their assets and plan for the retirement they want. We have a goal to assist every client to become debt free for life.
When we are not working, We enjoy travel, family time, children and grandchildren, sports, and our pets.
Please contact us if you cannot find an answer to your question.
A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams while maximizing lifetime income and minimizing your tax burden. We can sit down and look at the best ways to make your money work and grow for you!
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you. We will help you fully understand and utilize the 8th wonder of the world-Compound Interest. We know that those who really understand it get paid by it, and those who do not pay it to others.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance, and estate planning.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
(980)406-6268
Monday - Friday: 9am - 7pm
Saturday: By appointment
Sunday: Closed
Charlotte Financial Services
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