Broker Check

Retirement on the horizon?


Learn exactly how you can prepare for retirement
in the wake of COVID-19 from a
well-respected financial advisor in WNC.

The emergence of COVID-19 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
Tax loss harvesting
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. 

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

Due to the time intensive nature of these consults, spots are limited and first come first served.

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

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Jonathan LaRocca

Wealth Management Advisor


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

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Tyler Koopman

Client Service Associate


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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