Moving to Brevard?

FREE FINANCIAL PLANNING CONSULT FOR NEW NEIGHBORS

Whether you are starting to plan for retirement in a few years or are already retired,
the professionals at Executive Planners NC are ready to create strategies for your retirement assets to help you live out the retirement of your dreams.

2020 has presented some of the greatest challenges and opportunities we’ve seen in decades. Be sure you’ve got the resources and information you need to make the most of the situation through this free, no obligation, consult.

Together, we’ll:

•  Evaluate your financial situation to determine the appropriate path forward for retirement
•  Create a step-by-step action plan to maximize tax savings
•  Provide a free, no obligation, risk assessment based on your current portfolio allocation
•  Guide your investment choices based on your goals
•  And identify the next steps to you need to take to prioritize those goals

This is a free, no obligation, service provided by Executive Planners NC.

“What’s the plan?”

All plans are completely customized to the client, depending on your specific situation.

Here are a few potential options that we’ll discuss, to see if they’re a good fit for you:

•  Tax savings adjustments
•  Adjusting allocations to generate potential income
•  Update beneficiaries for proper wealth transfers
•  Establish an attorney relationship to make sure wills and trusts are up to date (since these laws do not transfer state-to-state)
•  And more depending on your specific 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.

BOOK NOW
Fill out the form below or call Executive Planners at (828) 887 - 8626.

Book your consultation now. We'll call you to confirm.

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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.

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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