SERVICES
FEE ONLY FINANCIAL PLANNERS
SERVICES
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 Bank of America
As we are a financial planner in Charlotte, home to Wells Fargo and Bank of America, we specialize in providing financial advice for their employees.
FINANCIAL PLANNING FOR BANK EMPLOYEES
- Understanding your employee benefits
- How to retire from Wells Fargo and Bank of America
- Optimizing your 401(k) plan
- Understanding the Bank of America 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 Bank of America employees:
- So You Just Got Promoted to Be a Wells Fargo Manager – Now What?
- Tax Planning Strategies for Wells Fargo Employees
- Bank of America Employees’ Financial Mistakes – Top 9 List
Visit our Resources Center for more articles related to Wells Fargo and Bank of America financial topics.