Creating A Balanced Financial Plan

Your financial plan should be guided by your core values to facilitate your highest priorities.

For example, if your core values are to take care of your family, have amazing experiences, and invest in your health, your financial plan should facilitate these desires.

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IMPORTANT INFORMATION

Information in this material is for general information only and not intended as investment, tax, or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.

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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.

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