Executive Planners Nc
Financial Service
Why pick this one
Executive Planners NC provides customized retirement planning in Brevard, including investment oversight, tax reduction planning, and retirement income strategies.
Best for
- People approaching retirement in Brevard or Western North Carolina
- Retirees needing retirement income and distribution planning
- Investors seeking continual investment monitoring and portfolio reviews
- Families seeking tax reduction, estate conservation, and wealth planning
- People wanting in-person financial planning in downtown Brevard
Look elsewhere if
- People seeking exclusively online, hands-off financial management
- People seeking emergency financial services rather than ongoing planning and investment advice
Specialties
- investment management
- investment oversight with continual monitoring
- investment tax strategies
- tax reduction planning
- retirement income and distribution planning
- family wealth planning
- estate conservation
What makes them different
- Located in downtown Brevard
- Free, no-obligation financial planning consultations
- Investment oversight includes year-long continual monitoring and scheduled portfolio reviews
- Customized strategies consider risk tolerance, time horizon, and financial goals
- Jonathan LaRocca has more than five years of financial planning industry experience and owns the firm
- Serves
- Brevard
Distilled from this business's own website.
Contact & Location
- Address
- 29 W French Broad St Ste 209, Brevard, NC 28712-4773
- Phone
- 18288778626
- Website
- https://www.executiveplannersnc.com
- jonathan@executiveplannersnc.com
Services
- financial planning
- retirement planning
- investment management
- tax planning
- estate planning support
- insurance and annuity products