Discover the appeal of using life insurance for future income, primarily due to the tax-free borrowing feature, but exercise caution against overly optimistic illustrations that may not align with realistic expectations.
Executing the basics in your finances start with these questions, can you answer yes to them all?
Discover the exciting world of pickleball, a dynamic sport blending tennis, badminton, and ping-pong, offering a fun and calorie-burning workout for athletes of all backgrounds and skill levels.
Learn the reality of college athletic scholarships and the importance of starting early to save for your child’s education.
Learning about the ‘pain point’ in your financial plan.
My core values of faith, family, health, and experiences drive my saving habits, ensuring their protection through insurance against unexpected tragedies.
Financial planning isn’t about a single, static plan, but rather an ongoing relationship where adjustments are made to navigate life’s uncertainties, much like using a GPS on a journey.
Invest in strong growth, attractive margins, capital efficiency, and trusted management for enduring success.
Efficiently balance financial goals through automated savings and detailed plan reviews.
Reduce retirement taxes with strategic asset allocation, emphasizing the importance of forward-thinking planning.
Reduce your retirement tax burden through strategic asset location, balancing taxable, tax-deferred, and tax-free accounts, while considering the complexities and pitfalls of each.
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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.
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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.
