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Nick was previously a financial advisor with Raymond James, where he was in charge of planning, creating portfolios and servicing clients. Now he puts that experience to work as a Wealth Advisor at Hobart Wealth, helping clients realize their financial goals through dedicated service and ongoing planning. The Chartered Retirement Planning Counselor™ certification is obtained by completing retirement planning course work that focuses on the pre- and post-retirement needs of clients like you. As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation.
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He then moved to become a wire operator, where he transmitted trades direct to the trading floor. The new role sparked a passion for learning more about investing and planning. The Hobart team understands retirement goals are unique for each individual.
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For example, if you’re concerned most about retirement, look for a highlight on retirement financial planning. Fee-based financial advisors in Asheville, NC, or Charlotte do accept commissions for selling financial products, which could cause potential conflicts and concerns about whether they are giving completely unbiased advice. The industry knowledge and investment know-how that financial advisors in Asheville, NC, and Charlotte have can keep a person from making a costly investment decision or sitting on savings that could be earning much more for them over time. INVEST focuses on investment management, whereas CONSULT focuses just on planning and consulting.
Signature Life Magazine
The course work includes topics such as self awareness, effective decision-making, effective self-management, and relationship effectiveness. Creating customized, targeted strategies to drive meaningful efficiencies is at the core of what we do. We have deep expertise in assisting founders, entrepreneurs, wealth creators, and clients with unique or complex financial needs.
How the Social Security Earnings Test May Affect Your Retirement
Northwestern Mutual tops list of Charlotte's largest financial planning firms - Charlotte Business Journal - The Business Journals
Northwestern Mutual tops list of Charlotte's largest financial planning firms - Charlotte Business Journal.
Posted: Mon, 24 Apr 2023 07:00:00 GMT [source]
With our expert guidance and comprehensive approach to financial planning, you can feel confident and empowered in your financial future. Don’t wait any longer - hire us today and take control of your finances with ease. He holds the FINRA Series 7 and 66 licenses, general insurance license and long term care insurance license. In 2005, Chad completed the nineteen-month coursework and subsequently passed the national exam to become a CERTIFIED FINANCIAL PLANNER™ professional. The intensive coursework and exam focused on investment planning, retirement planning, estate planning, insurance planning and tax planning. Typical clients of the firm include individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates, trusts, and corporations and business entities.
Epic Capital Wealth Management is a wealth management company based in Charlotte, North Carolina, with over 25 years of experience in the industry. It helps its clients in designing personalized financial planning and investment management strategies that meet their needs, and are per their wealth management, philanthropic, and legacy planning goals. The firm's services include impact investing, risk management, and estate, investment, tax, retirement, income, charitable, education, and employee benefits planning. Hobart Financial Group is an independent financial advisory firm that caters to clients in Charlotte.
Blue Financial's Retirement BluePrint Process
He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Registered Rep Magazine and FUNDfire. Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is a former member of Verdict Ridge Country Club, and an active member of the Investments & Wealth Institute and the Financial Services Institute.
RETIREMENT INCOME PLANNING
Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.
Insiders Guide to Finding a Financial Planner
We specialize in helping you plan for and enjoy your retirement years without the worry of outliving your money. Nick and his wife, Alex, have a daughter, Hazel, and a very dear dog named Salem. Outside of work, Nick enjoys spending time with his family, weightlifting, fishing and any activities at the beach. Kelly lives with her cat, her dog, a ball python, and hundreds of houseplants. She’s an avid gardener and cook and loves to spend time checking out new breweries with friends. She can never get enough of the outdoors – doing everything from camping/hiking/backpacking to kayaking and paddleboarding.
We work closely with your CPA, estate attorney, and any other crucial party to provide you with an all-inclusive financial strategy. We manage your money by making sure you are aggressive enough to achieve the return needed to help with your long-term spending patterns and plans. We scored Charlotte Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best. Bragg’s experienced Client Advisory Team averages 24 years of experience and holds a number of degrees and industry designations. The firm is fully owned by MBL Advisors Holding, LLC (which is majority-owned by MBL Wealth CEO Luther Lockwood).
Michaela Snook is a dynamic professional blending experience in veterinary care with a newfound passion for financial planning. With a year in a central NY veterinary office under her belt, she transitioned to the financial sector after earning a bachelor’s degree in Personal Financial Planning from SUNY Alfred State College. Internships at Syracuse Wealth Management and Ameriprise Financial enriched her understanding of the industry. Now, as a Paraplanner and Administrative Assistant at Hobart Wealth in Charlotte, NC, Michaela thrives on building personal connections and crafting tailored financial strategies.
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