Our Mission

At Charlotte Financial Planner Pros, Our #1 Mission Is To Help You Achieve Your Financial and Retirement Goals.

Our Mission

To help you do that, we believe in educating our clients so they are empowered to make good decisions. In the financial planning industry there is a general opposition to this approach because many feel that the more educated a client is, typically they are more selective about the assets he or she allows in his portfolio. We firmly believe that by making each and every client aware of ALL the options that are available to them, they have the best chance of achieving the lofty goal of a diversified, balanced, and efficient portfolio that will help them achieve their retirement goals.

We have developed and created a variety of tools for the sole purpose of helping our clients better evaluate their current position, their future goals, and most importantly, the road in between those two points. From calculators to videos to books and other written materials, we strive to lay out a clear and transparent method through which clients can gain an accurate perspective on the retirement industry, their own portfolio, and the host of assets that are available to grow your wealth.

Our overriding mission is to help you succeed!

The first step in helping you succeed is to give us a call and schedule your free 15 minute consultation. This is the 15 minute call that could change your life.

Based on the information you provide us we will produce a free 15 page custom report for you. It will show you exactly what your financial picture looks like right now, what your retirement will look like if you stay with your current plan… and what your retirement could look like if you had a Barefoot Retirement Plan.

These plans are not right for everyone and they may not be right for you. If this turns out not to be right for you, no problem. We only want to work with clients whom this is a great fit for. If we don’t think this plan is right for you, we’ll be the first to tell you.

Don’t wait another moment. Pick up your phone and give us a call right now at 704-209-7575.  We are looking forward to talking with you.

If you prefer to schedule an appointment for your call, in the upper right, under where it says: Let’s Get Started, fill in your information, the date and time you would like for your appointment if possible, and click Submit.

We will receive your information and get back with you to confirm the appointment.

Thanks so much and we’re really looking forward to talking with you.