We are a fee-only financial planner in Charlotte. The core services we provide are financial planning and investment management for retirement. We serve individuals not just in Charlotte, but all of North Carolina and across the country.
Financial Planning for employees of Wells Fargo and Atrium Health
As we are a financial planner in Charlotte, home to Wells Fargo and Atrium Health, we specialize in providing financial advice for their employees.
FINANCIAL PLANNING FOR WELLS FARGO AND ATRIUM EMPLOYEES
Understanding your employee benefits
How to retire from Wells Fargo and Atrium Health
Optimizing your 401(k) plan
Understanding the Atrium Health or Wells Fargo 401(k) match
Executive compensation plans
Employee Restricted Share Rights (“RSR’s”)
Tax planning
Here are some blogs written on financial questions typically asked by Wells Fargo and Atrium Health employees: