In the economic environment of today there are many challenges which face families and there are very important considerations and strategies that need to be understood which will impact any individual’s ability to achieve their retirement goals and keep their retirement funds safe.  I have introduced many of my clients to a leading Charlotte area Financial Planning Organization that will empower you to understand your finances and design a plan based on sound principles and safe practices, providing income that will last throughout your retirement by implementing considerations and strategies which include:

  • What has been the performance of my investments over the last 10 years
  • Where is my money now and why… and is it time to re-evaluate?
  • How to establish financial planning goals and objectives which optimize your asset allocation while minimizing your risk of loss
  • Implementing a tax-deferred, long-term savings option that provides principal protection in a down market and opportunity for growth
  • How to generate predictable and reliable, guaranteed income during retirement
  • How to be prepared to leave a legacy for my family!


There are very positive rewards associated for those who identify and enter in to long term trends and along with these rewards there are components connected to achieving positive results which include investments, qualified-retirement plans, Social Security and personal savings.  We assist pre-retirees and retirees helping you create a lasting income plan along with a tax-advantaged distribution plan for your assets during retirement.


If you would like to learn about creating a safe, productive solution for your retirement funds, we can provide a very informative, comprehensive web conference to discuss your goals and interests and provide you pertinent information and strategies that we are certain you will value.  We are very confident you will find the services and retirement planning expertise surpass that which you experienced in the past and will exceed your goals and expectations for the future.  Please call 704-746-6184 to schedule an informative session that you will appreciate!