Rick and Ilsa, both 43, leveraged a raise in income when their daughter, Willow, started kindergarten, redirecting funds toward home improvements, college savings, and early retirement, securing a brighter future for their family. How are you allocating you excess funds?
Discover how Dave, 55, and Kim, 53, overcame finding the balance between enjoying life now and planning for retirement. Are you on track fro your financial independence?
It’s incredibly powerful to have a vision of what your goals are. That is what will make you want to run through a wall for it. Are your goals crystal clear?
I’m a fan of you paying off your house. Lew wanted to sell his investments… I wouldn’t, would you?
It’s the perfect time to get serious about your finances. Having a plan earlier on will allow you understand the “number” that will give you financial independence. Is it $1 million?
Joan’s journey exemplifies the transformative power of personalized financial planning. What can we do in just 1 meeting?
Rick and Ilsa, both 43, leveraged a raise in income when their daughter, Willow, started kindergarten, redirecting funds toward home improvements, college savings, and early retirement, securing a brighter future for their family. How are you allocating you excess funds?
Discover how Dave, 55, and Kim, 53, overcame finding the balance between enjoying life now and planning for retirement. Are you on track fro your financial independence?
It’s incredibly powerful to have a vision of what your goals are. That is what will make you want to run through a wall for it. Are your goals crystal clear?
I’m a fan of you paying off your house. Lew wanted to sell his investments… I wouldn’t, would you?
Discover new strategies challenging ‘cash is king’ way of thinking.
As market noise grows, could unwavering commitment to your financial blueprint be the key to navigating turbulent times?
I’m a fan of you paying off your house. Lew wanted to sell his investments… I wouldn’t, would you?
In a recent consult, ‘Kevin,’ a high-achieving 50-year-old, uncovered a -55% year-to-date loss in his trading account—could this be the wake-up call you need to reassess your investment strategy?
As the stock market defies pessimistic forecasts with a surprising 23% surge, could a robust financial strategy be your shield against the upcoming uncertainties of 2024?
Discover how Dave, 55, and Kim, 53, overcame finding the balance between enjoying life now and planning for retirement. Are you on track fro your financial independence?
It’s incredibly powerful to have a vision of what your goals are. That is what will make you want to run through a wall for it. Are your goals crystal clear?
It’s the perfect time to get serious about your finances. Having a plan earlier on will allow you understand the “number” that will give you financial independence. Is it $1 million?
Could a routine financial planning session unveil gaps in your family’s financial security, leaving you vulnerable to life’s unexpected twists and turns?
How to help parents navigate the complexities of financial planning for their children’s well-being.
A family saved their money but had big surprises come up. They had to use their savings, even from their retirement fund… are you ready for the unexpected things in life?
Wondering how to fund your kids’ college education? Join me as we explore the ins and outs of the 529 College Savings Plan and other options.
How to help parents navigate the complexities of financial planning for their children’s well-being.
Navigating the delicate balance between saving for college and retirement, advocating for flexibility and professional guidance along the way.
Learn how Mustang Sally & Goldfinger, retired educators, optimized their retirement income and secured their legacy. Even though they “won the game” is there still more they can do?
Could naming a trust as a beneficiary be the safeguard your assets need to protect your children’s future from unforeseen risks?
Unlocking the secrets of financial planning, breaking it down into six vital questions, covering essentials like life insurance and retirement funding, offering tailored solutions and real-life insights to guide you towards financial independence.
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We serve clients in our Charlotte, North Carolina office and virtually throughout the country.
Client stories, answers to your questions, and market guidance delivered every Saturday morning at 9am!
Securities are offered through LPL Financial, Member FINRA/SIPC. Know My Plan is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.
Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.