Executive Planners NC provides personalized investment management services for people who want a trusted partner to advise them financial decisions for themselves and their loved ones. Whether you are starting to plan for retirement in a few years or are already retired, Executive Planners NC is ready to create strategies for your retirement assets to help you live out the retirement of your dreams.
Our priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify the dreams and goals that matter most to you, and understand your tolerance for risk. Once we understand your risk tolerance, time horizon, and goals, we work diligently to develop a program that carefully balances investment strategies with preserving principal.
Schedule a free, no-obligation planning session to make sure you have the resources and information you need to make the most of your retirement.
2020 has presented some of the greatest challenges and opportunities we’ve seen in decades. Times like these can be make or break, especially when near retirement.
Whether you are starting to plan for retirement in a few years or are already retired, Executive Planners NC is ready to create strategies for your retirement assets to help you live out the retirement of your dreams.
If you (or your family) are asking pointed questions like...
Then this free, no obligation, financial planning consult may be the best next step for your family.
Years of experience have prepared us to guide you through your life transitions.
We create a customized financial program using strategies that are tailored to your needs and goals.
Timely market commentary, newsletters, and regulatory updates that may have an impact on your financial strategy.
Wealth Management Advisor
Jonathan M. LaRocca is a Wealth Management Advisor in Brevard, North Carolina.
Remote Client Service Associate