When Can I Retire And Not Run Out of Money?

There’s enough confusion in the world.

Let’s leave your retirement out of it!

We are a boutique wealth management firm in Charlotte, North Carolina serving individuals over age 50 who seek planning for retirement. We specialize in working with Wells Fargo employees.

Retirement Planning For Individuals Over Age 50 Charlotte, NC

Our mission is to ensure a successful retirement by providing you with effective comprehensive financial planning that is based solely upon what you want your life to be – not what some model says it should be.

Enough about us – now let’s hear about you!

What is a CERTIFIED FINANCIAL PLANNER™ Professional?

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” When it comes to your financial security, it’s all about partnering with someone who is committed to putting your interests first. CERTIFIED FINANCIAL PLANNER™ professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards.

What are the benefits of working with a CERTIFIED FINANCIAL PLANNER™ professional?

FIDUCIARY

CERTIFIED FINANCIAL PLANNER™ professionals are required to conduct their business under a fiduciary duty, the highest standard of care in the industry.

Education

A CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

Transparency

No Hidden Commissions -– CERTIFIED FINANCIAL PLANNER™ professionals must operate with full transparency with no bias to sell a certain product line or company offering

Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER Professionals.*
*Source: www.cfp.net, www.cerulli.com

THE 10 BIGGEST MISTAKES TO AVOID WHEN HIRING A FINANCIAL ADVISOR

Are you on the hunt for the best Financial Advisor? Our latest comprehensive guide for consumers highlights the 10 BIGGEST mistakes people make and how they can be avoided.

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