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?
Meet Johnny and June, a couple in their mid-50s facing tough decisions about their home due to an unbeatable mortgage rate. Are they stuck?
Debt may seem like a roadblock to wealth. However, with the right approach, it can become a stepping stone.
Shelton and Amy’s remarkable financial journey, soaring from a ‘C’ grade to accelerated retirement planning in just six months—could strategic financial adjustments hold the key to your financial transformation?”
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?
Meet Mona, who went from feeling trapped in the endless cycle of work to envisioning a life of financial freedom. Imagine never having to worry about retirement again.
A successful couple face a crucial financial concern regarding protecting their income in case of unexpected disruptions.
Could a routine financial planning session unveil gaps in your family’s financial security, leaving you vulnerable to life’s unexpected twists and turns?
Does eliminating debt and securing your financial future, prove strategic planning brings financial freedom?
Discover diverse discussions, from real estate to retirement and debt management, guiding you to optimize your financial strategy amid market shifts.
Emphasizing the need for tough choices and steadfast guidance to forge a fulfilling future through financial planning.
The crucial connection between financial planning and personal aspirations looking towards retirement.
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Woodward Building – Suite 775
Charlotte, NC 28277
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.