Contact one of Charlotte ’s leading resources for independent advice
Find out why so many Charlotte families and business owners rely on Planned Financial Services for the financial advice and guidance they seek. To schedule a no-obligation consultation, complete and submit the short form below.
Making a difference for Charlotte families
Independent, unbiased financial advice and guidance for Charlotte families and business owners
You place great value on the benefits you reap from your hard work, including the unique lifestyle you enjoy in the Charlotte area and the ability to provide for your family. Still, no matter how much you accumulate, it’s likely you still have financial concerns. You worry about how a changing economy and employment market may impact future opportunities for upward mobility in your businesses or career. At the same time, you’re concerned that the very lifestyle you worked so hard to build may be adversely impacted by factors you can’t fully control.
Charlotte families know that money isn’t everything. Quality of life is—because it brings purpose and meaning to today while inspiring tomorrow.
Wealth is complicated. The more you accumulate, the more complex the issues encountered in managing both your wealth and your lifestyle. You need answers and guidance from an experienced advisory team accustomed to dealing with these concerns, a team that can assist you in establishing and pursuing your goals with confidence and clarity, while serving as a driving force in helping you live the life you choose to its fullest potential with intention and purpose.
Services for Charlotte Families and Business Owners
- Family CFO
- STAR® – celebrity financial management
- Investment Management
- Comprehensive Financial Planning
- Life, Disability, LTC Insurance
- Income Tax Consultation
- Estate & Legacy Planning
- DivorceRight® – divorce financial planning
- Balancing Act® – bill management services
- Family Continuity - multigenerational planning