Who would benefit from a meeting?

• Anyone who is looking for an independent review of their current financial situation to help ensure their best possible position.

• Anyone with an IRA, 401(k), TSA, or any other financial plan and/or product, who would like to fully understand what they own and how it works, and learn ways to maximize these dollars.

• Anyone who would like to explore strategies to help bring some certainty to their financial goals.

 

Is Wealth Management of the Carolinas limited to specific investment and insurance companies?

• No.  Wealth Management of the Carolinas understands that each consumer is unique and no single company is right for everyone.

 

I already work with a financial representative.

Why do I need to meet with Wealth Management of the Carolinas?

• Ninety percent of the people who come in to visit with us already have a financial representative.  Many times that representative is not a retirement planning specialist, and more often than not, that person works for a particular company (his or her broker/dealer or insurance company) rather than for the client.

 

How did you get my name?

• We hire a marketing company to send out invitations to our event, and we have a lot of referrals from existing clients.

 

How do I schedule an appointment?

• You may schedule a time to visit by turning in your Evaluation Form at a presentation or by calling our office at 704.782.7233.

 

What are the office hours?

• By appointment.

• Our regularly scheduled business hours are Monday – Thursday, 9:00am – 4:00pm and Friday, 9:00am – 3:00pm. 

 

*Appointment times are not limited to the hours listed above.  Additional appointment times are available upon request.

 

What are my obligations for my FREE face-to-face visit?

• There is absolutely no charge or obligation.

• Your first visit is designed to answer your questions, give you ample information to decide if we can help you, and that’s it.

• You decide if you want to meet us again, and there is NEVER A FEE FOR OUR TIME!

 

What is the charge for subsequent meetings?

• There is NEVER any charge for our time.

• Different financial strategies may have various fee structures, or none at all.  We will help you fully understand any fees associated with any proposed financial strategy. 

 

What should I bring to the face-to-face meeting?

The following items would be helpful, if you wish to bring them:

• Your latest financial statements such as: Mutual funds, CD’s, Life Insurance policies, annuity policies, retirement accounts (IRA, 401(k), TSA, 403B.etc.) [Please bring your statements not just a spreadsheet]

• Wills and Trusts

• A copy of last year’s Federal Income Tax Return

• An estimate of your annual expenses

• Any questions you may want to write down for discussion

 

What happens during the face-to-face meeting?

• This is YOUR hour.  We will answer and address any questions you may have.  

• By reviewing your information, our office will better understand your financial concerns and can then provide recommendations.

• At the close of the hour, you will decide if you want to meet again.

 

Where is Wealth Management of the Carolinas located?

• The office is located in Concord off of Branchview Drive.