There are many methods to find a competent financial advisor near Charlotte, NC. There are many firms that specialize within different areas of financial planning, such as retirement planning. Parsec Financial, Carroll Financial Associates and Colony Family Offices are just a few of the firms that specialize in retirement planning. To determine which service is best for your needs, you should compare them. These firms have proven track records so you can feel confident hiring their services.
Parsec Financial
Gregory D. James and a certified financial consultant make up Parsec Financial. He obtained a Bachelor in Science in Accounting from Pennsylvania State University. After that, he completed his professional training at the College for Financial Planning. He worked as an accountant for DuPont Corporation and as a senior adviser at Charles Schwab & Co. before joining Parsec. He enjoys not only managing client's finances but also spending time at Charleston Harbor with family.
In 1999, Parsec Financial expanded to the Charlotte metro area and opened an office on the 18th floor of the Carillon Building on West Trade Street. By 2015, the company had grown to eight full-time employees and had expanded into a new office space just next to the original location. The new space overlooks the Queen City skyline, Romare Beardon Park, and the Carolina Panther's Stadium. In addition to providing clients with the financial guidance they need, the company has many other services that are vital to their financial well-being.
Carroll Financial Associates
Carroll Financial Associates' financial advisors can help you reach your investment objectives by creating a personalized investment plan. Carroll Financial Associates advisors carefully consider each client's investment goals, time horizon, risk tolerance, desired strategy, and other factors before making investment recommendations. An excellent financial advisor should be able and willing to share his or her findings with clients in order to make informed decisions. Carroll Financial Associates can offer services that range in price and scope, and could include retirement planning or estate planning.
Carroll Financial Associates is a prominent investment management firm located in Charlotte, North Carolina. Larry Carroll established the firm in 1980. There are three locations. The firm has 39 financial advisors who can provide comprehensive financial planning and investment management. They can help you achieve your retirement goals and make sure you're getting the most from your money. The firm's philosophy, "Trust MattersTM," stands for "trust matters."
Colony Family Offices
The Colony Family Offices, LLC, a multifamily advisory firm, is located in Charlotte, North Carolina. It manages over $1.62 billion of regulatory assets for more that three hundred fifty clients. It is a seasoned firm that provides financial planning services. It serves Charlotte-area clients and also operates in Delaware, California. Colony Family Offices, LLC's team consists of highly experienced professionals who are focused upon client-first financial planning.
To determine the unique position of a client, The Biltmore Family Office uses a combination quantitative and qualitative analysis. This includes determining the most optimal asset allocation between exchange-traded fund, actively managed accounts and direct securities. The firm charges a fee and requires an account balance of more than $10 million. For clients with significant assets, however, the fee-only arrangement can work well.
Ronald Blue Trust
Ronald Blue Trust financial advisers are trained to use both technical and biblical wisdom to assist their clients in making wise financial decisions. Clients can feel financial security and confidence with their help. Clients can leave an indelible legacy with the support of their advisors. These are some benefits to partnering with an advisor that possesses these attributes.
Hunter Pugh is the senior partner of Ronald Blue Trust. His expertise is in private wealth management. He and his team combine financial planning, asset management and trust services to create a comprehensive plan for clients. He started his career as a banker and established the Charlotte office in 1994. He is a CERTIFIED FINANCIAL PLANNER(R) as well as a Certified Wealth Strategist, (CWS).
FAQ
Who should use a wealth manager?
Everyone who wishes to increase their wealth must understand the risks.
New investors might not grasp the concept of risk. They could lose their investment money if they make poor choices.
People who are already wealthy can feel the same. They might feel like they've got enough money to last them a lifetime. However, this is not always the case and they can lose everything if you aren't careful.
Everyone must take into account their individual circumstances before making a decision about whether to hire a wealth manager.
What are my options for retirement planning?
No. All of these services are free. We offer FREE consultations so we can show you what's possible, and then you can decide if you'd like to pursue our services.
What is estate planning?
Estate planning is the process of creating an estate plan that includes documents like wills, trusts and powers of attorney. These documents are necessary to protect your assets and ensure you can continue to manage them after you die.
Why it is important to manage your wealth?
To achieve financial freedom, the first step is to get control of your finances. You need to understand how much you have, what it costs, and where it goes.
You also need to know if you are saving enough for retirement, paying debts, and building an emergency fund.
You could end up spending all of your savings on unexpected expenses like car repairs and medical bills.
What is retirement plan?
Financial planning includes retirement planning. It helps you plan for the future, and allows you to enjoy retirement comfortably.
Planning for retirement involves considering all options, including saving money, investing in stocks, bonds, life insurance, and tax-advantaged accounts.
Statistics
- If you are working with a private firm owned by an advisor, any advisory fees (generally around 1%) would go to the advisor. (nerdwallet.com)
- A recent survey of financial advisors finds the median advisory fee (up to $1 million AUM) is just around 1%.1 (investopedia.com)
- US resident who opens a new IBKR Pro individual or joint account receives a 0.25% rate reduction on margin loans. (nerdwallet.com)
- According to Indeed, the average salary for a wealth manager in the United States in 2022 was $79,395.6 (investopedia.com)
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How To
How to invest once you're retired
After they retire, most people have enough money that they can live comfortably. But how do they put it to work? It is most common to place it in savings accounts. However, there are other options. One option is to sell your house and then use the profits to purchase shares of companies that you believe will increase in price. You could also purchase life insurance and pass it on to your children or grandchildren.
But if you want to make sure your retirement fund lasts longer, then you should consider investing in property. The price of property tends to rise over time so you may get a good return on investment if your home is purchased now. You could also consider buying gold coins, if inflation concerns you. They don’t lose value as other assets, so they are less likely fall in value when there is economic uncertainty.