Michelle and Tom had a 2.75% mortgage, great incomes, and growing kids—but their house no longer fit their lives. Here’s how we helped them decide whether moving made financial and emotional sense.
A broken garage door, a rock chip in the car, and our dog’s $6,000 surgery—yes, it all happened in one month. Here’s why we’re thankful we planned ahead.
Just received a bonus or payout? Learn how Brian and Emily turned their unexpected windfall into a long-term advantage—without overcomplicating it.
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.
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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.
