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COVID-19 Financial Planning Consult

COVID-19 Financial Planning Consult

The emergence of COVID-19 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. 

This free, no obligation, financial planning consult will make sure you have the resources and information you need to make the most of the situation.

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 consult may be the best next step for your family.

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Personalized Investment Management Services

The professionals at Executive Planners NC take 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 NC is developing and maintaining relationships. Strong relationships provide the framework for professional ethics, integrity and trust, and thus the ability to make smart decisions. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. 

Schedule a planning session today

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Services

We create a customized financial program using strategies that are tailored to your needs and goals.

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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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