Level Wealth Management
Financial Service
Why pick this one
Level Wealth Management provides flat-fee retirement planning, tax planning, and fiduciary investment management in Greensboro, Charlotte, and virtually nationwide.
Best for
- Retirement planning and determining when retirement is feasible
- Diligent savers needing tax-efficient withdrawal strategies
- Do-it-yourself investors seeking an objective review of their finances and portfolio
- Clients seeking Roth IRA conversion and tax-reduction guidance
- Clients needing Social Security, health care, and long-term care planning
Specialties
- retirement planning
- flat-fee financial planning
- fiduciary investment management
- tax reduction strategies
- retirement withdrawal strategies
- Roth IRA conversions
- Social Security planning
- health care and long-term care cost planning
Certifications
- Certified Financial Planner™ Professionals
- Tax Planning Certified Professionals®
- fiduciary
What makes them different
- Flat fee-only pricing that does not change based on investment assets
- Limits the number of households served
- Provides semi-annual service and unlimited client access
- Offers in-person advisory services in Greensboro and Charlotte plus virtual services nationwide
- Provides financial planning, investment management, and proactive tax planning through one advisory firm
- Serves
- Greensboro, Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 204 Muirs Chapel Rd Ste 100, Greensboro, NC 27410-6174
- Phone
- 13363551432
- Website
- https://www.levelwm.com
- user@domain.com
Services
- financial planning
- investment management
- tax planning
- retirement planning
- estate planning coordination
- insurance planning