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Legacy Planning

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.”

How to find us…
We are conveniently located in 
South Charlotte 
in the Carmel 
Park complex. Click for easy driving directions
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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.