Amid market turbulence, the necessity of diversification, offering insights to weather short-term fluctuations and align investments for long-term success.
Unlock the secrets to financial independence and early retirement with practical tips and investment strategies, empowering you to break free from the traditional work model and design a life on your own terms.
The secrets to balancing the intricate dynamics of caring for aging parents and children while prioritizing self-care, financial planning, and safeguarding your family’s future with confidence and tranquility.
Discover the road to financial independence through early and consistent investment in the S&P 500, historically averaging 11.95% annual returns over almost four decades, highlighting the contrast with lower yields from traditional savings accounts.
Embrace the entrepreneurial spirit and bet on yourself for financial success, leveraging insights from “The Millionaire Next Door” to explore how self-employment offers greater chances of achieving millionaire status, amidst the evolving landscape of the gig economy.
Challenge conventional views on academic success and wealth attainment, and advocating for alternative paths to success beyond the traditional education system.
The “accountability gap” in financial planning, where intentions often fall short of actions, and learn why partnering with a financial planner is essential to navigate life’s uncertainties and achieve long-term financial security.
Learn why insurance is a cornerstone of comprehensive financial planning, offering vital protection against life’s uncertainties and securing a stable future for you and your family.
Explore the vital role of insurance in fortifying your financial health beyond investments, as we uncover its significance in shielding against unexpected events and securing long-term stability.
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.
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.
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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.