Are you searching for a financial advisor, financial adviser, financial planner, financial consultant or financial coach or quarterback to help you navigate the complexities of finance and investing to help you reach your financial goals and retirement plans? If so you’ve come to the perfect place. Our team at Charlotte Financial Planner Pros are experts at helping you and your family succeed financially. Our mission and #1 goal is simply to help you reach your financial and retirement goals. That’ it. That is why we get up each morning and go to work. We know if we can help you reach your financial goals, we will succeed as a result of your success. No, we do not earn a percentage of your portfolio. That’s not how we earn our profits. In fact, as you will soon discover, the fees on our core programs that we set up for our clients are up to 70% less expensive than anything else out there.
As financial planners and retirement advisors we first talk with you and find out your needs, goals and dreams. We want to know what is working for you right now. What you are happy about financial wise and where you see your self being financially in the years ahead. We want to know when you would like to retire, how much you would like to have available to spend each year in retirement, what the needs are for your children and family and what health care needs you may have going forward. We also do legacy planning to help insure that you can pass on a valuable legacy to your loved ones with the minimal amount (if any) going to Uncle Sam. (We are really big on helping to reduce your tax burdens!)
As we get to know you and understand your needs and goals we will then start to evaluate your finances. We will look at your IRA, 401(k), SEP IRA, ROTH IRA, pension program, CDs, bonds, cash on hand, stocks, savings, investment accounts and your entire portfolio. We can then help you to assess what changes, if any, may need to be made in order to make sure you achieve your financial and retirement goals. We can help you assess if you need to rollover your 401k, look at your estate planning, your personal and business financial planning, college savings plans you have or need for your children, your current tax liabilities, investments and savings plans. We will analyse your current fiscal health by assessing your current and future income estimates, the taxes you are currently paying, your qualified and non qualified investments, assets, liabilities and your overall estate plan.
A big part of what we do is help our clients with their retirement planning. We’ve found that there is a huge problem in America when it comes to retirement. Less than 15% of Americans feel that they are comfortable with their current retirement plan and do not feel like they will have enough money to retire when they want nor have the money to do the things they want during retirement. We are retirement experts. Our retirement plan quite simply beats the pants off of other retirement plans. We promise you, if you will take the time to really understand our plan and all of the many benefits it offers, you will be shocked and amazed. It is so good that most people initially suspect that it may be too good to be true. We of course it is true. The companies we work closely with that manage and implement our specialized form of retirement plan have been around for 150 years or more. They are multi billion dollar companies who have faced every possible, imaginable problem the world has thrown at them for a century and a half and not only survived but thrived. We only work with the finest and most trusted companies and entrust them to help our clients reach their financial goals and dreams.
As financial advisors the core plan that we offer most of our clients simply cannot be beat. We will put our plan up against any other plan under the sun and we think you will find that it beats the pants off of other plans. We encourage you to take some time to get to know us and find our more about our amazing plan. When most people actually discover all of the benefits of our plan and see just how powerful it really is, the thing most of them lament is that they did not find this plan sooner.
So please don’t delay. Go ahead and give us a call right now. We are happy to talk with you and help determine if we are a good fit. You can reach us at: 704-209-7575
To get a quick, high level look at our flagship financial and retirement plan you can watch this short executive summary video. Note, our plan has a somewhat funny name. We call in the Barefoot Retirement Plan. No, you don’t have to love going barefoot to use our plan… unless you want to. It is simply a metaphor for having the freedom to live your retirement any way you choose. If that includes kicking off your shoes and walking the beaches of the world, great. If it’s something totally different, that’s what we want to do, help you achieve the retirement of your dreams. Enjoy the YouTube video and we look forward to talking with you. Wishing you the retirement of your dreams.