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: