Planning for the What-Ifs
Could a routine financial planning session unveil gaps in your family’s financial security, leaving you vulnerable to life’s unexpected twists and turns?
December 4, 2023
Menu
Could a routine financial planning session unveil gaps in your family’s financial security, leaving you vulnerable to life’s unexpected twists and turns?
How to help parents navigate the complexities of financial planning for their children’s well-being.
A family saved their money but had big surprises come up. They had to use their savings, even from their retirement fund… are you ready for the unexpected things in life?
The importance of planning ahead in uncertain times, using real-life examples to show why having estate plans and enough insurance is crucial.
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.
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.
The integral role insurance plays in safeguarding wealth and managing risks, highlighting its diverse protections from health to assets, and offering essential insights into long-term financial security.
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.
Starting retirement planning with the end in mind, focusing on tax-efficient strategies like life insurance and Roth accounts, and underlines the value of diverse investments and professional guidance.
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.
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.
Prioritize Your ‘Why’ with Investing in Health and Wealth for Your Loved Ones’ Sake.
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.