Ignite Wealth Planning
Financial Advising
Why pick this one
Ignite Wealth Planning offers a free Purposeful Retirement Roadmap and focuses on providing collaboration throughout the retirement journey.
Best for
- clients nearing retirement
- individuals seeking clarity in retirement planning
- those wanting a values-based financial advisor
Look elsewhere if
- looking for mass-market financial advising
- interested in aggressive investment strategies
- wanting a purely transactional relationship
Specialties
- retirement income planning
- tax planning
- college savings planning
- life insurance review
- estate beneficiary review
Certifications
- SmartVestor Pro
What makes them different
- free Purposeful Retirement Roadmap
- collaborative planning approach
- focus on clients with shared values
- step-by-step retirement planning
- partnership based on mutual trust
- Serves
- Mt Pleasant, SC, Greenville, SC, Charlotte, NC
Distilled from this business's own website.
Contact & Location
- Address
- 2015 Ayrsley Town Blvd, Charlotte, NC 28273-4067
- Phone
- +17045232272
- Website
- https://ignitewealthplanning.com/
- vanessa@ignitewealthplanning.com
Services
- financial planning
- wealth management