Flat Fee Financial Planning

Services Offered

• Tax-efficient investment planning
• Retirement financial planning
• Estate planning
• Wealth management

About

Flat Fee Financial Planning is a financial planning firm located in Charlotte, North Carolina. They specialize in providing flat fee financial advisory services, focusing on tax-efficient investment planning, retirement financial planning, and estate planning. The firm is dedicated to helping individuals, particularly those over 50 with significant investable assets, manage their finances effectively. Their expertise includes tailored wealth management solutions for dentists and clients approaching retirement age, ensuring a personalized approach to financial needs.

Reviews

Location

Business Information