Different Stages, Changing Plans
Financial planning is a lifelong process,
designed to address your needs as you make your way through
life. When you sit down with us, we will help you put together
a financial plan that’s flexible, one that takes into account
your changing needs.
A Roadmap for Life
A financial plan is your blueprint for how
to address your financial needs, wherever you are in life. It
should help you answer such questions as:
Our fee-based financial planners are
Investment Advisor Representatives of InterSecurities, Inc. and include
professionals with CFP, CPA, CSA, ChFC, CLU and MBA
designations. We can work with you to create a comprehensive
plan that addresses your long-term goals, while keeping in mind
your short-term needs. Fee-based financial statements services
are offered through InterSecurities, Inc., a Registered
Investment Advisor.
Tax Efficient Strategies*- There are
a variety of strategies available that defer taxable income or
reduce your current income with tax credits. Through
InterSecurities, Inc., we have
managed accounts that focus on overall return and tax
efficiency.
Managed Accounts – If you’ve ever
thought of hiring a professional money manager but weren’t sure
how to find high-quality service, look no further. Through
InterSecurities, Inc., we provide
comprehensive, fee-based managed-account programs along with the
personalized services of a financial advisor.
For example, ISI’s Elite Capital Advisors
Account
provides access to the services of carefully selected investment
managers in separate accounts that are among the leaders in the industry.
What Will Your Retirement Be Like?
Everyone has a dream retirement in mind:
travel around the world, launch a new career, spend time with
family and friends. We understand that a big part of the dream
is making sure of your financial security.
Whatever your retirement plan is, we will
work with you to develop a long-term plan that can help you live
your dream – without losing sight of today’s concerns, such as
sending a child or grandchild to college or growing your
business.
Contact us at (704) 544-7600 for more information on how we can assist
you!
Charlotte,