Certified Financial Planner

About us

Personal finance is a term that covers managing your money as well as saving and investing. It encompasses budgeting, banking, insurance, mortgages, investments, retirement planning, and tax and estate planning. The term often refers to the entire industry that provides financial services to individuals and households and advises them about financial and investment opportunities.

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Personal finance is about meeting personal financial goals, whether it’s having enough for short-term financial needs, planning for retirement, or saving for your child’s college education. It all depends on your income, expenses, living requirements, and individual goals and desires—and coming up with a plan to fulfill those needs within your financial constraints. To make the most of your income and savings, it’s important to become financially literate, so you can distinguish between good and bad advice and make smart decisions.

Service Area

Alexis, Belmont, Bessemer City, Blacksburg, Blackstock, Boger City, Bowling Green, Buford, Caldwell, Catawba, Catawba Springs, Charlotte, Cherryville, Chester, Chester West, Clover, Coddle Creek, Concord, Cornelius, Cramerton, Crouse, Crowders Mountain, Dallas, Davidson, Dellview, Denver, Earl, Edgemoor, Fairview, Fallston, Fort Lawn, Fort Mill, Furr, Gaffney, Gastonia, Goose Creek, Great Falls, Grover, Harrisburg, Heath Springs, Hemby Bridge, Hickory Grove, High Shoals, Howards Creek, Huntersville, Indian Land, Indian Trail, Iron Station, Ironton, Kannapolis, Kings Creek, Kings Mountain, Lake Park, Lake Wylie, Lancaster, Lando, Landsford, Lanes Creek, Lincolnton, Lockhart, Locust, Lowell, Lowrys, Maiden, Marshville, Marvin, Matthews, Mcadenville, Mcconnells, Midland, Mineral Springs, Mint Hill, Monroe, Mooresville, Mountain Creek, Mount Holly, Mount Mourne, Mount Pleasant, Newell, New Salem, Oakboro, Pageland, Patterson Springs, Paw Creek, Pineville, Ranlo, Red Cross, Richburg, Riverbend, River Hills, Rock Hill, Sandy Ridge, Saratt, Sharon, Shelby, Sherrills Ford, Smyrna, South Point, Spencer Mountain, Stallings, Stanfield, Stanley, Tega Cay, Terrell, Township 10, Lemley, Township 10, Midland, Township 11, Central Cabarrus, Township 11, Long Creek, Township 12, Concord, Township 12, Paw Creek, Township 13, Morning Star, Township 14, Pineville, Township 15, Huntersville, Township 1, Charlotte, Township 1, Harrisburg, Township 2, Berryhill, Township 2, Poplar Tent, Township 3, Odell, Township 3, Rippys, Township 3, Steel Creek, Township 4, Kannapolis, Township 4, Kings Mountain, Township 5, New Gilead, Township 5, Providence, Township 5, Warlick, Township 6, Clear Creek, Township 6, Shelby, Township 7, Crab Orchard, Township 8, Mallard Creek, Township 8, Mount Pleasant, Township 9, Deweese, Township 9, Georgeville, Tradesville, Unionville, Van Wyck, Waco, Waxhaw, Weddington, Wesley Chapel, Wingate, York and 131 more. View all