Financial Planning

Financial Planning

At Charlotte Financial Planner Pros our financial planning strategy is second to none. Our plan is pretty simple. It takes care of all the critical issues you need to cover to insure that your financial and retirement plan is protected to the max.  We also have the systems and options in place that will allow you to safely maximize the growth of your portfolio.

Charlotte Financial Planner Pros

Step One – Where Are You Now?

We start by first helping you determine where you are now financially and if you’re on track. This is not a complicated or drawn out process. It’s actually very simple and quick to determine. Find out more about this most important first step with our custom designed retirement calculator.

Step Two – Protect Yourself From Taxes

What good is it sacrificing and saving for decades if you end up paying a disproportional amount of your retirement funds in taxes. We offer a plan that is probably the single best tax advantaged financial and retirement plan in America. If you believe taxes are bound to increase and would like to know more about a way that will enable you to grow your funds tax free, withdraw them at any time tax free (with no penalties or fees), and have them pass on to your heirs tax free when you pass away, you owe it to yourself and your family to find out more information on this plan to protect yourself from taxes.

Step Three – Protect Yourself From Market Losses

So many hard working and well meaning Americans lost staggering amounts of their savings and retirement portfolio during the Dot Com crash of 2000 and again in the mortgage and real estate crash that began in 2007. Many are just now getting their portfolios back to the level they were at way back in 2008. Plus, many market experts are now saying the market is poised for another huge market crash yet again.

How can anyone adequately have enough saved for retirement if they keep losing 30% to 50% of their portfolio? The great news is that it does not have to be that way. Our little known and unique plan 100% protects your financial and retirement account from losing a single penny in market downturns or crashes. We strongly encourage you to find our more about how to protect yourself from market losses.

Step Four – Get A Road Map Plan And Go!

To insure you get to where you want to go, you need a clear road map. We work closely with our clients to understand their personal, family and financial needs. Once we understand your needs and goals, we work with you to structure a financial plan or roadmap that is easy to follow and will help you reach your financial goals. At the end of this process, if you determine that this plan is not right for you and your situation, no problem at all. In fact, we will be the first to tell you if we don’t think our plan is right for you. It’s quick, easy and free to see what your financial and retirement plan could look like using our unique plan.

Capital Warehouse Strategy

This is a little known, little used strategy that allows you to turn the tables on the bankers and financial institutions if you wish to. Our plans are used by some of the wealthiest families in America. They allow you to use your own funds for just about any of your personal or business financial needs. This plan alone could save you untold amounts of funds plus give you a dramatically different peace of mind. Many of our clients are shocked when they first find out about this amazing strategy and always want to know why no one ever told them about this before. Some even go as far as thinking it’s too good to be true. We assure you we are in a highly regulated industry and our plans are provided by some of the largest and most financially sound companies in the US. If fact, many of them have been in business for around 150 years. Discover more information about our capital warehouse strategy now.

College Savings Plan

If you have kids that will be going to college, you will be shocked to see how our plan compares to anything and everything else out there, bar none. This plan is used by less that .5% of families yet it has so many benefits to it that all other college savings programs don’t even come close to the benefits and options this plan offers. Get the details on our college savings plan now and discover just how superior our plan truly is.