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Executive Planners Brevard NC

Personalized Investment Management Services Executive Planners Brevard NC

Executive Planners NC provides personalized investment management services for people who want a trusted partner to advise them on financial decisions for themselves and their loved ones. Whether you are starting to plan for retirement in Brevard in a few years or are already enjoying retirement in WNC, Executive Planners NC is ready to create strategies for your retirement assets to help you live out the retirement of your dreams.

As financial planners in Brevard, our priority is helping you take care of yourself and your family, whether you. 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 financial planning session in Brevard to make sure you have the resources and information you need to make the most of your retirement.

We are your trusted partner for retirement planning in Brevard, consistently ranked as one of the best retirement communities in NC by Forbes Magazine! 

Schedule a planning session today
How to choose a financial planner in Brevard, NC  

How to choose a financial planner in Brevard, NC  

If you’ve been thinking it might be time to start working with an expert on your financial management and retirement planning goals and you live in Western North Carolina, this article will help you choose a financial advisor in Brevard, NC.  

When you’re ready to choose a financial advisor, there are a few things to keep in mind to help you make your decisionThere are some frequently asked questions below which can help you make the right decision for your long-term financial goals.  

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Are you moving to Brevard, NC?

Are you moving to Brevard, NC?

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...

  • “When will I be ready for retirement?”,
  • “What’s going to happen to my 401k when I retire?”, or
  • “What’s the best tax strategy to reduce my burden in retirement?”

Then this free, no obligation, financial planning consult in Brevard may be the best next step for your family.

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Our History

Years of experience have prepared us to guide you through your life transitions and help you with financial planning in Brevard and Western North Carolina.

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Our Services

We create a customized financial program using strategies that are tailored to your needs and goals. We offer retirement planning in Brevard. 

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Our Blog

Timely market commentary, newsletters, and regulatory updates that may have an impact on your financial strategy.

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Jonathan LaRocca

Wealth Management Advisor

828-877-8626

jonathan@executiveplannersnc.com

Jonathan M. LaRocca is a Wealth Management Advisor in Brevard, North Carolina. 

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Schelyce Hibert

Remote Client Service Associate

Schelyce@executiveplannersnc.com

Schelyce currently lives in Southeast Iowa with her husband, Chris and their daughters Adelyne and Luxx. They love to travel the U.S. visiting National Parks, animal and nature preserves and historic sites. Alongside her passion for...
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Tyler Koopman

Client Service Associate

828-877-8626

tyler@executiveplannersnc.com

After graduating from St. Mary’s Honors College, Tyler worked on a congressional campaign in his home state of Maryland. He became interested in business and worked with small and local businesses in Washington D.C. After...

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