A 15 minute call with us could change your life in a very positive way. Give us a call and discover what we can do for you: 704-209-7575
Charlotte and the state of North Carolina is a wonderful place to live, raise a family and retire. The financial planning and retirement planning decisions you make today can have a huge impact on you being able to achieve your retirement goals. The economic times we’re in right now, have never been more challenging to navigate. At Charlotte Financial Planner Pros our mission is to help you achieve your financial planning and retirement goals. In an industry that can sometimes be very confusing, complicated and intimidating, our proven process is really quite simple.
The first thing we do is help you determine where you are right now. You can’t get to where you need to go, without first knowing where you are. Next, we help you get clarity on what your financial goals and desires are. We then help you take steps to protect yourself from the two most potentially devastating events that can crush your retirement dreams. Lastly, we help you set up a detailed financial road map that will clearly show you the steps to take to maximize your financial success.
It doesn’t matter if you are a baby boomer knocking on the door to retirement, in your growth years working to insure that you will be able to retire comfortably, just getting started and wanting to structure the smartest financial plan you possibly can, or if you’re a parent or grandparent searching for the finest way to save for college for the young ones in your life. At Charlotte Financial Planner Pros we can help you maximize the situation you’re in now and achieve your financial and retirement goals.
Charlotte, North Carolina is a great town with plenty of business and social activities available. We want to help you, through sound financial planning, to achieve the highest quality of life you can during your working years, and be able to enjoy the fruits of your labor by being able to live the kind of retirement you choose to have.
Look at some of the options and benefits available for your financial planning and/or retirement planning in Charlotte.
It’s easy to see why many senior citizens may want to retire in the great city of Charlotte. Charlotte Financial Planner Pros offers some very specialized, and somewhat little-known financial and retirement plans that are proven to beat the pants off of other plans. In fact, our plans are so good, they sometimes sound too good. Rest assured, we only offer the safest and most sound plans that can be found anywhere. We take your trust and your financial future very seriously. Safety is our first and foremost concern for our clients. Here are just some of the benefits we offer to the great people of Charlotte, North Carolina:
Like we said, most people are surprised to discover all of the benefits that our plans offer. It’s estimated that less than 1% of people have even heard of these types of plans. Wealthy families, high level politicians, former Presidents of the United States, and some the the largest companies in the world have used these types of plans for over 150 years. Yet until recently, these plans were not widely available to every-day people. We call our plan, the most powerful retirement plan in America, because it is.
We can help you set up a retirement plan that will not only keep you on track for achieving your retirement goals, our retirement plan will allow you to sleep like a baby knowing that regardless of what happens with the stock market, your retirement plan will never lose a penny due to market losses. You have so many retirement planning and wealth management options Charlotte Financial Planner Pros. We will work closely with you to determine which are the best plans and structures for your specific situation and goals.
It does not matter if you are looking for retirement planning help, retirement planning quotes, or just the retirement planning basics. We are retirement planning experts. We are retirement planning advisers and we offer the best financial plans, the best retirement plans, the best retirement planning for business owners, the best retirement planning for physicians, and even the best retirement planning for dummies. Our tax free retirement plan and our tax free savings plan will simply beat any other plan out there by a long shot.
Discover the financial peace of mind you deserve. Your complete satisfaction is key to our success. Welcome to your Charlotte Financial Planner Pros.
It’s been fantastic! I’ve transferred the majority of my retirement funds into this account and I couldn’t be happier. There is no contribution limit on this like there is on my IRA. Now I don’t worry about what the market does. If the market crashes like it has in the past, my funds are 100% protected. I don’t know why anyone would not have one of these plans.
“Because of Raleigh Financial Planner Pros and the Barefoot Retirement Plan, my retirement fund and my business has skyrocketed. I am indebted to them and would highly recommend these folks to anyone! They really made me feel comfortable and were so patient with me. Being an engineer I need to understand how things work. They took the time to explain everything step-by-step and that really helped me. I trust them and am so happy I found them.”
“Now I control my own security! This is what I needed to get a solid foundation built for my financial “house”. The usual way of contributing to my 401(k) and hoping that everything just “works out” simply wasn’t working for me. I’m so glad I found Raleigh Financial Planner Pros. The Barefoot Retirement Plan that they helped me set up now gives me the control and freedom that I’ve been missing. This plan was simple to set up with your help. Most people I know are totally unaware that this option even exists. Boy are they missing out. Thank you for showing me the way. I love my new plan.”
“The Raleigh Financial Planner Pros team was PHENOMENAL. They were patient with me and answered EVERY question I had. I’m so comfortable with the Barefoot Plan they helped me set up and having the guaranteed safety that this plan now gives me feels great! I can now access my money at any time I wish, without delays, penalties or red tape! This is exactly what I’ve been searching for. Thanks Raleigh Financial Planner Pros for taking care of me and showing me the missing piece of my retirement!”
“I was blown away by the team at NC Financial Planner Pros. I learned more in my 15 minute virtual consultation with them than all my previous planning experiences combined! I am more comfortable now with my portfolio, and I feel like I have more control of my retirement than ever before. As a young business owner and investor, everything these guys designed for me perfectly fits my goals. For years I’ve been told that saving for retirement meant tying up my money till I was 60. I FINALLY found someone who understood opportunity cost. My experience was excellent. I especially liked how non-intrusive they were. From virtual meetings, to webinars, to their online educational library and calculators, this is my kind of firm! Everyone that I dealt with was genuine, knowledgeable, and incredibly responsive. I would recommend wholeheartedly that anyone looking for financial planning contact NC Financial Planner Pros.”
“We can’t say enough good things about the OK Financial Planning Pros Team! Everyone we worked with has been sharp, knowledgeable and incredibly attentive to us! Meeting with this team has given us a renewed confidence and opened our eyes to some easy ways to make big improvements in our financial position. Their tax free plan with the no loss guarantee has taken our retirement to the next level. We are still astounded by the amount of work these guys did for us without charging us a penny. We are greatly in their debt, and will happily reap the benefits of working with them for many years to come! Thanks guys!”