Living Large TV
Financial Service
Why pick this one
Living Large TV offers free written financial plans and has a CEO with over 30 years of experience in finance.
Best for
- pre-retirees looking for retirement planning
- clients seeking investment management
- individuals needing estate and tax planning assistance
Look elsewhere if
- looking for immediate financial transactions
- seeking budget-only financial advice
Specialties
- Investment Management
- Estate Planning
- Tax Planning
- Insurance
- Fixed Indexed Annuities
Certifications
- Certified Estate Planner
What makes them different
- Mark Henry has over 30 years of experience in finance
- Offers a free written financial plan
- Featured on local and national television shows
- Provides retirement planning education through TV and radio broadcasts
- Specializes in helping clients live comfortably in retirement
- Years in business
- 12
- Serves
- Charlotte, Greenville
Distilled from this business's own website.
Contact & Location
- Address
- 13925 Ballantyne Corporate Pl, Charlotte, NC 28277-1583
- Phone
- +18006893935
- Website
- https://livinglargeretirement.com/
Services
- Financial Planning
- Retirement Planning
- Wealth Management