There are many avenues to locate a reliable financial advisor in Charlotte. There are many firms that specialize in specific areas such as retirement planning. Parsec Financial, Carroll Financial Associates and Colony Family Offices are just a few of the firms that specialize in retirement planning. Compare their services and decide which one suits you best. You can trust these firms to do the job for you.
Parsec Financial
Gregory D. James, a certified financial advisor and licensed attorney is part of Parsec Financial's team. He earned a Bachelor of Science in accounting from Pennsylvania State University and then completed his professional studies at the College for Financial Planning. Prior to joining Parsec he held various roles in the investment management sector, including as a senior accountant at Charles Schwab & Co., and as an accountant with DuPont Corporation. He enjoys not only managing client's finances but also spending time at Charleston Harbor with family.
Parsec Financial opened its first office in Charlotte, on the 18th floor at the Carillon Building on West Trade Street. In 2015, Parsec Financial was able to employ eight people full-time and had also moved to a new office just next door to its original location. The new space boasts expansive views of the Queen City skyline, the Carolina Panther's Stadium, and Romare Beardon Park. The company provides financial advice to its clients as well as many other services that are essential to their financial wellbeing.
Carroll Financial Associates
Carroll Financial Associates can help you reach your investment goals through a customized investment strategy. Before making investment decisions, Carroll Financial Associates advisors take into account the time frame, risk tolerance and investment strategy of each client. Good financial advisors should be able communicate their findings and recommend strategies to clients to help them make informed decisions. Carroll Financial Associates offers a variety of services, which may include retirement planning and estate planning.
Carroll Financial Associates in Charlotte is a premier investment management firm. Larry Carroll founded the company in 1980. It has three offices in the region. The firm has 39 financial advisors who can provide comprehensive financial planning and investment management. They can help you reach your retirement goals, and they will make sure that you are getting the most out your money. The firm's philosophy stands for "Trust MattersTM," and it is a reference to trust matters.
Colony Family Offices
The Colony Family Offices, LLC, is a multi-family advisory company based in Charlotte, North Carolina. The company manages more than $1.62 billion in regulatory assets for more than three hundred fifty clients. It is a trusted firm that offers financial planning. In addition to providing services for Charlotte-area clients the firm also has offices in Delaware and California. Colony Family Offices, LLC has a team made up of professionals who are dedicated to client-first planning.
The Biltmore Family Office employs both quantitative and qualitative analysis to identify a client's unique positioning. This includes determining the most optimal asset allocation between exchange-traded fund, actively managed accounts and direct securities. The fee-only model requires a total account balance of at least $10 million. However, the fee-only model can be a great fit for clients who have substantial assets.
Ronald Blue Trust
Ronald Blue Trust financial consultants believe in applying both biblical wisdom as well as technical expertise to help their clients make informed financial decisions. Their advice gives clients financial clarity, and helps them feel confident. Clients can leave a lasting mark with the help and support of their team. These are some of these benefits of working together with an advisor with these attributes.
Hunter Pugh is the senior partnership of Ronald Blue Trust. He is an expert in private wealth and financial planning. His team integrates asset management, trust services and financial planning into a holistic plan that clients can use. He began his career in the banking industry and opened the Charlotte office of the firm in 1994. He is a CERTIFIED FINANCIAL PLANNER(R) as well as a Certified Wealth Strategist, (CWS).
FAQ
How much do I have to pay for Retirement Planning
No. You don't need to pay for any of this. We offer free consultations that will show you what's possible. After that, you can decide to go ahead with our services.
Who should use a Wealth Manager
Anyone who wants to build their wealth needs to understand the risks involved.
People who are new to investing might not understand the concept of risk. As such, they could lose money due to poor investment choices.
The same goes for people who are already wealthy. They might feel like they've got enough money to last them a lifetime. This is not always true and they may lose everything if it's not.
Every person must consider their personal circumstances before deciding whether or not to use a wealth manager.
What is a financial planner? And how can they help you manage your wealth?
A financial planner will help you develop a financial plan. They can help you assess your financial situation, identify your weaknesses, and suggest ways that you can improve it.
Financial planners can help you make a sound financial plan. They can tell you how much money you should save each month, what investments are best for you, and whether borrowing against your home equity is a good idea.
Financial planners usually get paid based on how much advice they provide. However, there are some planners who offer free services to clients who meet specific criteria.
Is it worth hiring a wealth manager
A wealth management company should be able to help you make better investment decisions. You can also get recommendations on the best types of investments. You will be armed with all the information you need in order to make an informed choice.
There are many factors you need to consider before hiring a wealth manger. You should also consider whether or not you feel confident in the company offering the service. Are they able to react quickly when things go wrong Are they able to explain in plain English what they are doing?
How to manage your wealth.
The first step toward financial freedom is to take control of your money. Understanding how much you have and what it costs is key to financial freedom.
It is also important to determine if you are adequately saving for retirement, paying off your debts, or building an emergency fund.
If you don't do this, then you may end up spending all your savings on unplanned expenses such as unexpected medical bills and car repairs.
Statistics
- US resident who opens a new IBKR Pro individual or joint account receives a 0.25% rate reduction on margin loans. (nerdwallet.com)
- If you are working with a private firm owned by an advisor, any advisory fees (generally around 1%) would go to the advisor. (nerdwallet.com)
- According to Indeed, the average salary for a wealth manager in the United States in 2022 was $79,395.6 (investopedia.com)
- As of 2020, it is estimated that the wealth management industry had an AUM of upwards of $112 trillion globally. (investopedia.com)
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How To
How to invest after you retire
Retirees have enough money to be able to live comfortably on their own after they retire. But how do they put it to work? You can put it in savings accounts but there are other options. One option is to sell your house and then use the profits to purchase shares of companies that you believe will increase in price. You could also choose to take out life assurance and leave it to children or grandchildren.
However, if you want to ensure your retirement funds lasts longer you should invest in property. You might see a return on your investment if you purchase a property now. Property prices tends to increase over time. You might also consider buying gold coins if you are concerned about inflation. They don't lose value like other assets, so they're less likely to fall in value during periods of economic uncertainty.