Investments

When it comes to investing, our philosophy is simple:

 

Plan first, invest second.

 

Your goals should shape your investment decisions, not the other way around. Knowing where you are going is the key to designing an intelligent investment portfolio to help get you there – one that doesn't take unnecessary risks that keep you awake at night.

 

Inglefield Retirement Solutions works with you to create, monitor, and rebalance your investment portfolio so that you are confidently on the path toward reaching your goals.

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

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