Executive Planners NC, Inc. takes great pride in striving to provide quality financial planning services. We are committed to serving you in the best possible manner with the most accurate and current information and material to facilitate your decision-making. The cornerstone of Executive Planners is developing and maintaining relationships. Strong relationships provide the framework for professional ethics, integrity and trust, and thus the ability to make smart decisions. ___________________________________________________________________________ Ribbon Cutting for our new location Come visit us at 30 Green Acres Avenue!
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EXECUTIVE PLANNERS NC INC.
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How Long Will Your Funds Last? This calculator can help you estimate your annual federal income tax liability. Estimate the future cost of an item based on today’s prices and the rate of inflation you expect. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. |
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30 Green Acres Avenue Phone: 828-877-8626 |
Janet Metzinger and Rick Slone are Investment Advisor Representatives with Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC and Registered Investment Advisor. Non-Securities Products are not offered through TFA. TFA is not affiliated with Executive Planners NC, Inc. Neither TFA nor its representatives provide legal, tax, nor accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of TFA.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
Janet Metzinger is registered to sell Securities in the following states:
California, Colorado, Florida, Georgia, Iowa, Indiana, North Carolina, New York, Pennsylvania, South Carolina, Wisconsin.
Rick Slone is registered to sell Securities in the following states:
Illinois, Indiana, North Carolina and Texas..