Click to view:     Your Personal Financial Website         Your LPL Account View


Let's face it. Life is unpredictable. Knowing this, the only financially prudent thing to do is protect against those possibilities that threaten the financial stability you have worked so hard to achieve. Inglefield Retirement Solutions can help you evaluate new and existing insurance coverage you may own/need for life, long term care or disability.



Life Insurance may be necessary to protect your family while you are still working toward financial independence. It is also a widely used tool for estate planning purposes. We can review your existing coverage to determine if it is still adequate for your needs.


Long Term Care

Living longer means we have an increased likelihood of needing some form of assisted care in our later years. Long Term Care insurance is designed to help pay for the costs of this additional care as well as give you a choice in the quality of care you can afford. We can help you evaluate your options and find the coverage that makes sense for you.



During your working years, when you are accumulating your nest egg for retirement, the loss of income from getting sick or hurt can derail your plan for reaching financial independence. Disability insurance can provide some protection from this contingency. We can help you understand the coverage available to protect yourself and your family.


when disaster strikes,

the time to prepare

has passed.”

How to find us…
We are conveniently located in 
South Charlotte 
in the Carmel 
Park complex. Click for easy driving directions
Weekly Market Commentary
Subscribe to our weekly market commentary email today and receive
great information
sent directly to your email inbox. Subscribe here
Available now…
The udderly
awesome guide
for staying on 
the path of 
freedom in
retirement! Find out more

11121 Carmel Commons Blvd., Suite 130, Charlotte, NC 28226

Phone: 704-900-5779  |  Fax: 704-900-7525  | Toll Free: 855-407-3175

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.


The LPL Financial registered representative associated with this site may only discuss and/or transact securities

Business with residents of the following states: CA, CT, FL, GA, MI, MO, NC, OK, PA, SC, WI.