Ensure your financial goals align with tax-efficient strategies by integrating tax planning into your investment decisions, maximizing vehicles like HSAs and Roth accounts while minimizing unnecessary tax burdens.
Become tax aware before it’s too late by understanding how your investments are taxed today and planning for future implications, avoiding the pitfall of focusing solely on minimizing taxes in the present.
Capture gains by capping any single security at 20% of your net worth and consider selling, using options, or exploring Exchange Funds for diversification, but be aware of restrictions.
Crafting a Solid Financial Blueprint to
Secure Your Financial Future.
They are certain benchmarks when it makes sense to sell stocks, these are protections so that you don’t own too much of one company. Are you too concentrated in one stock?
Financial freedom is a number that’s unique to all of us, so let’s take a look at how you find yours.
Diversifying your investments across three distinct “buckets” – Tax-Free, Tax-Deferred, and Taxable – ensures financial resilience and optimizes your tax strategy for future stability.
Revisit long-term care planning for better solutions and peace of mind for you and your family.
As we bring in the new year, let’s take a look at roth conversions, asset location, and calculating your risk.
Are you doing what it takes to protect your finances from the barbarians?
To end the year on a high note, we created a Financial Advent Calendar filled with 25 Financial Planning gifts to enjoy this Advent season with friends and family.
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.
