Thinking a financial plan Is solely about investing… financial planning is a journey, encompassing your life. Have you truly considered all the vital components for your financial well-being?
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?
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?
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?
Does eliminating debt and securing your financial future, prove strategic planning brings financial freedom?
Sticking to your plan and thinking about the long term can help you deal with ups and downs in the stock market and build wealth for the future.
10 overlooked positive trends, signaling growth opportunities in sectors like healthcare and technology, encouraging investors to align their portfolios for a brighter future.
The Nielsen Family’s rollercoaster vacation mirrors the ups and downs of investing; amid market uncertainties, the author advocates for patience, faith in diversified portfolios, and alignment with rational management teams for long-term growth.
Empowering readers with practical steps and a reminder to maintain a written financial plan, the author emphasizes preparedness, offering guidance for finding financial peace amidst uncertainty.
The S&P 500 shows promising gains, urging investors to maintain a long-term perspective amidst market fluctuations, with this blog offering historical insights and practical advice for building resilient financial plans with Know My Plan as your trusted partner.
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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.