March 5, 2021
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Automate your financial plan for success by setting clear goals, crafting a plan, and establishing automated processes, allowing you to make consistent progress towards your objectives without constant monitoring.
Maintain your financial plan like a farmer tending to a field, ensuring contributions, managing investments, and seeking guidance when needed.
Planking offers a range of benefits, from better posture and flexibility to reduced back pain and improved metabolism, making it a valuable addition to your fitness routine with its diverse variations.
Allocate your net worth strategically: maintain a six-month cash reserve, secure five years’ worth of portfolio income in fixed-income investments, and invest the rest for long-term growth.
Did you know dog ownership correlates with better heart health, reduced depression, and increased safety? 🐾
Key Questions Answered: Bonus Allocation, Stock Options, Insurance, Savings, Education, and More in Your Financial Plan.
Discover the benefits of hot tea, from increased energy to stress relief, and explore favorite flavors like Vanilla Almond & Peppermint Bark from Republic of Tea.
Regular brisk indoor walks offer numerous health benefits, including weight management and mood enhancement, alongside enjoyable activities like chatting with friends or watching Netflix.
Over 30 years, the return on a 30-year U.S. Treasury Bond has significantly decreased, illustrating the changing dynamics of investing and purchasing power over time.
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.