There are many methods to find a competent financial advisor near Charlotte, NC. There are many firms who specialize in certain areas, like retirement planning. Parsec Financial, Carroll Financial Associates and Colony Family Offices are just a few of the firms that specialize in retirement planning. Compare their services to find the best one for you. These firms have proven track records so you can feel confident hiring their services.
Parsec Financial
Gregory D. James and a certified financial consultant make up Parsec Financial. He graduated with a Bachelor of Science degree in accounting at Pennsylvania State University. He then went on to complete his professional studies at College for Financial Planning. Prior to joining Parsec he worked in various capacities in the financial management industry including as a senior consultant at Charles Schwab & Co. or as an accounting specialist at DuPont Corporation. In addition to managing clients' finances, he also enjoys spending time at the beach with his family and sailing the Charleston Harbor.
Parsec Financial opened an office at the 18th Floor of the Carillon Building, West Trade Street in 1999. By 2015, the company had grown to eight full-time employees and had expanded into a new office space just next to the original location. The new space overlooks the Queen City skyline, Romare Beardon Park, and the Carolina Panther's Stadium. The company provides financial advice to its clients as well as many other services that are essential to their financial wellbeing.
Carroll Financial Associates
A Carroll Financial Associates financial advisor can help you achieve your investment goals by using a personalized investment strategy. Carroll Financial Associates' advisors consider the time horizon of clients, their risk tolerance, and their preferred investment strategy before making any investment decisions. To help clients make informed decisions, a good financial advisor must be able to communicate the results and his or her recommendations. Carroll Financial Associates may offer a range of services that can include estate planning or retirement planning.
Carroll Financial Associates is an investment management firm that has a strong presence in Charlotte, North Carolina. Larry Carroll founded the company in 1980. It has three offices in the region. The firm employs 39 financial advisers that offer investment management and financial planning. They can help achieve your retirement goals as well as ensure that your money is getting the best possible returns. The firm's philosophy is "Trust MattersTM," meaning "trust matters".
Colony Family Offices
The Colony Family Offices, LLC is a multi-family advisory firm based in Charlotte, North Carolina. The company manages more than $1.62 billion in regulatory assets for more than three hundred fifty clients. It is a trusted firm that offers financial planning. In addition to providing services for Charlotte-area clients the firm also has offices in Delaware and California. Colony Family Offices, LLC's team consists of highly experienced professionals who are focused upon client-first financial planning.
The Biltmore Family Office utilizes a combination of quantitative and qualitative analysis to determine a client's unique positioning. This includes determining the best asset distribution across exchange-traded and actively managed funds as well as direct securities. The fee-only model requires a total account balance of at least $10 million. But, clients with substantial assets might find the fee only model to be an excellent fit.
Ronald Blue Trust
A Ronald Blue Trust financial advisor believes in combining biblical wisdom with technical expertise to help clients make sound financial decisions. Their advice gives clients financial clarity, and helps them feel confident. Clients can leave an indelible legacy with the support of their advisors. These are some benefits to partnering with an advisor that possesses these attributes.
Hunter Pugh serves as the senior partner at Ronald Blue Trust. He is an expert in private wealth and financial planning. His team integrates asset management, trust services and financial planning into a holistic plan that clients can use. He started his career as a banker and established the Charlotte office in 1994. He is a CERTIFIED FINANCIAL PLANNER(R), and Certified Wealth Strategist(CWS).
FAQ
Do I need a retirement plan?
No. No. We offer free consultations that will show you what's possible. After that, you can decide to go ahead with our services.
How to Beat Inflation by Savings
Inflation can be defined as an increase in the price of goods and services due both to rising demand and decreasing supply. Since the Industrial Revolution, people have been experiencing inflation. The government regulates inflation by increasing interest rates, printing new currency (inflation). You don't need to save money to beat inflation.
For example, you can invest in foreign markets where inflation isn't nearly as big a factor. The other option is to invest your money in precious metals. Two examples of "real investments" are gold and silver, whose prices rise regardless of the dollar's decline. Precious metals are also good for investors who are concerned about inflation.
Who can I turn to for help in my retirement planning?
Many people consider retirement planning to be a difficult financial decision. You don't just need to save for yourself; you also need enough money to provide for your family and yourself throughout your life.
When deciding how much you want to save, the most important thing to remember is that there are many ways to calculate this amount depending on your life stage.
If you're married, you should consider any savings that you have together, and make sure you also take care of your personal spending. Singles may find it helpful to consider how much money you would like to spend each month on yourself and then use that figure to determine how much to save.
If you are working and wish to save now, you can set up a regular monthly pension contribution. Consider investing in shares and other investments that will give you long-term growth.
Get more information by contacting a wealth management professional or financial advisor.
What is risk-management in investment management?
Risk Management refers to managing risks by assessing potential losses and taking appropriate measures to minimize those losses. It involves identifying and monitoring, monitoring, controlling, and reporting on risks.
Risk management is an integral part of any investment strategy. The objective of risk management is to reduce the probability of loss and maximize the expected return on investments.
The following are key elements to risk management:
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Identifying the risk factors
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Measuring and monitoring the risk
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Controlling the risk
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Manage your risk
What is wealth administration?
Wealth Management is the practice of managing money for individuals, families, and businesses. It covers all aspects related to financial planning including insurance, taxes, estate planning and retirement planning.
Statistics
- US resident who opens a new IBKR Pro individual or joint account receives a 0.25% rate reduction on margin loans. (nerdwallet.com)
- According to Indeed, the average salary for a wealth manager in the United States in 2022 was $79,395.6 (investopedia.com)
- If you are working with a private firm owned by an advisor, any advisory fees (generally around 1%) would go to the advisor. (nerdwallet.com)
- These rates generally reside somewhere around 1% of AUM annually, though rates usually drop as you invest more with the firm. (yahoo.com)
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How To
What to do when you are retiring?
When people retire, they have enough money to live comfortably without working. But how can they invest that money? The most common way is to put it into savings accounts, but there are many other options. For example, you could sell your house and use the profit to buy shares in companies that you think will increase in value. Or you could take out life insurance and leave it to your children or grandchildren.
But if you want to make sure your retirement fund lasts longer, then you should consider investing in property. You might see a return on your investment if you purchase a property now. Property prices tends to increase over time. You could also consider buying gold coins, if inflation concerns you. They don't lose value like other assets, so they're less likely to fall in value during periods of economic uncertainty.