One reward of smart financial planning is the opportunity to do something meaningful
for the people or causes you care about. You may choose to do this during your
lifetime, as a legacy, or both.
Let us help you make a difference with the creation of your own legacy plan.
Legacy Planning may include:
• “Stretch-IRA ” planning
• Gifting options
• Intergenerational wealth transfers
• Estate planning services
• Charitable contribution planning
“Someone is sitting in
the shade today because
someone planted a tree
a long time ago.”
11111 Carmel Commons Blvd., Suite 460, Charlotte, NC 28226
Phone: 704-900-5779 | Fax: 704-900-7525 | Toll Free: 855-407-3175
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Business with residents of the following states: CA, CT, FL, GA, MI, MO, NC, OK, PA, SC, WI.