HOBART FINANCIAL GROUP
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277
Since 2004
Retirement Income Strategies, Wealth Accumulation, Asset Protection, Estate, Tax Minimization and IRA Legacy Planning, Long-Term Care, Trusts, Life Insurance, Probate, Charitable Giving, and IRA & 401(k) Rollovers
Free retirement report ● They can work in concert with tax professionals or attorneys in your or their network to advise you on specific aspects ● They have developed their business by reaching out to and nurturing and maintaining close, trusting relationships with each of their clients
TBR® Inspection Report
LINDEN THOMAS AND COMPANY
516 North Tryon Street, Charlotte, NC 28202
Since 1999
Fixed Income, Investment Services, Tax, Business, Estate, Succession and Retirement Planning, Consulting, Portfolio, Asset and Investment Management, Asset Allocation & Diversification
Focus on wealth management ● Their clients generally have a range of $1 million to over $30 million invested at their firm, with a goal of attaining superior risk-adjusted results ● Has developed is focused on creating efficient portfolios that are designed to be a results-driven program coupled with world-class customer service ● They advise clients based on their needs and their ability to meet those needs independently
FT 400-Top Financial Advisers for 2016 and 2017 - Forbes America's Top Wealth Advisors for 2016
TBR® Inspection Report
TURNING POINT FINANCIAL, INC.
13850 Ballantyne Corporate Place, Suite 500, Charlotte, NC 28277
Since 2005
Investment and Wealth Management, Income Tax, Pension, Estate and Gift Planning, 401(K), IRA, 403(B), Mutual Fund, College Savings Account, Fixed or Variable Annuity, Life Insurance, Tax-Deferred Investment, Health and Disability Insurance, Long Term Care & Social Security
Specializes in Retirement Planning needs of his clients while building long-lasting, meaningful relationships with them ● Protecting your assets with insurance is often the best way to manage the biggest risks they face ● His clients find him both personal and dedicated to his work ● They help their business clients establish and manage group benefits
TBR® Inspection Report