Flat Fee Financial Planning
Why pick this one
Flat Fee Financial offers a transparent flat fee pricing model and specializes in tax planning for investors aged 50 and older.
Best for
- tax-efficient investing
- financial planning for individuals over 50
- small business owners seeking financial advice
Look elsewhere if
- looking for hourly billing
- clients needing immediate urgent financial interventions
Specialties
- tax planning
- retirement planning
- investment management
Certifications
- CFP®
What makes them different
- flat fee pricing model
- fiduciary responsibility
- focus on tax-efficient investing
- free initial consultation
- no hidden fees
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 919 Berryhill Rd Ste 102, Charlotte, NC 28208
- Phone
- 7047745390
- Website
- https://www.flatfee-financial.com/
Services
- financial planning
- financial organization
- charitable planning
- insurance review