Prepare for Retirement
Learn how to confidently plan for a secure and fulfilling retirement.
Get Retirement Ready
You are looking forward to your retirement. When that day comes, you hope you saved enough money to cover your expenses and have some left over for fun, but it can be tricky to come up with a plan to meet your goals.
How much should I say? When can I retire? What lifestyle can I afford? We're here to help. We can create a comprehensive retirement plan for you using a holistic financial planning approach.
You identify and prioritize your financial goals and retirement. Then, we look for opportunities to achieve your goals, guiding you through important decisions before and after retirement. We identify various risk factors that may impact your retirement plans. We review your investment portfolio. We analyze your cash flow situations. We help you with important decisions like when to apply for Social Security benefits so you can optimize the amount you receive, or which accounts to take your retirement income from to minimize taxes and keep more of your money in your pocket. So get ready to enjoy your retirement by having the right plan in place. Don't wait, reach out to us today.
Office: (980) 859-0022
Fax: (980) 237-6445
121 Greenwich Road
Suite 107
Charlotte, NC 28211
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Download our FREE mobile app to easily stay connected, access your accounts and much more. Text "bluewolfe" to 36260 or Scan the QR code. Call our office if you have any problems or questions.
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Investment Advisory Services are provided by Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities are offered by Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer and member of FINRA/SIPC. These services are available to residents of AL, FL, MO, NY, NC, SC, VA, and TN. Please note that Cambridge and Blue Wolfe Financial are separate entities.
This content is compiled from reliable sources, but it is important to note that it does not serve as tax or legal advice.
For personalized information pertaining to your unique circumstances, we recommend consulting legal or tax professionals.
Please find a copy of our Client Relationship Summary and Supplement and Form ADV 2A
here.