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...
Then this consult may be the best next step for your family.
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.
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