Cal’s story is heartwarming & cautionary. His lack of preparedness left his family facing a mess. This highlights the importance of streamlined financial planning, something Know My Plan specializes in. Are you a high-achieving professional who needs help with a financial plan? Keep reading.
We believe that your goals (dreams) determine your plan and your plan determines your portfolio. When life events happen, we turn to you plan for direction. Do you have a written plan?
Often, financial plans are portrayed as rigid directives focused solely on maximizing every possible tax benefit. However, true success requires a plan tailored to your individual needs and aspirations. Are you and your financial plan equipped with the flexibility you truly deserve?
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?
Joan’s journey exemplifies the transformative power of personalized financial planning. What can we do in just 1 meeting?
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.
11215 N. Community House Rd.
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.
