Challenge conventional views on academic success and wealth attainment, and advocating for alternative paths to success beyond the traditional education system.
Revealing how self-employment often leads to greater job satisfaction and cautioning against prioritizing financial independence over long-term fulfillment and post-retirement plans.
Discover essential investment advice, including automating savings at 10% and strategies for increasing savings.
Explore the fluidity of financial planning, akin to the show Loki, highlighting the importance of adaptability, emergency funds, and ample assets to navigate life’s uncertainties with confidence.
Discover the importance of easy access to funds in financial planning, exploring options like Roth IRAs, cash value life insurance, investment accounts, and home equity lines of credit, all with their pros and cons, to better handle financial needs.
Learn the essentials of crafting a strong investment portfolio, focusing on asset location, allocation, and selection, while prioritizing tax efficiency and diversification, and leveraging financial expertise for optimal results.
Non-mortgage debts to cancerous cells, urging swift elimination to redirect cash flow toward high-growth investments by highlighting the opportunity cost of debt payments versus long-term investing.
Early financial guidance is crucial for all, dispelling wealth-related myths, stressing diversified portfolios, and highlighting the role of planners in addressing complexities, urging early advisor engagement for goal achievement.
Learning more about myself so you can learn more about yourself.
Navigating financial planning can resemble a game of Tetris, especially for young sales executives, but with the guidance of a skilled financial planner, clarity emerges amidst life’s complexities.
The financial challenges to Pac-Man, where taxes, healthcare costs, and spending habits resemble chasing ghosts, but by strategically using power-ups like tax planning and investment management, you can level up your financial game.
The need for a financial planner as the ultimate tool to overcome these challenges and secure future financial success.
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.