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Welcome

Our core values are present in every
aspect of our firm:

Integrity, Loyalty, Trust, Compassion.

Integrity, Loyalty, Trust, Compassion.

Lake Norman Financial Group is driven to educate and empower clients to achieve their definition of wealth.

Our vision is to understand that with each client this is unique and personal.

Our definition of wealth is living the life we want, taking care of the ones we love and helping others do the same.

Financial Planning

Understanding your financial goals is the starting point of your financial plan. We then assess your current situation and provide specific written recommendations.

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Financial Planning

Understanding your financial goals is the starting point of your financial plan. We then assess your current situation and provide specific written recommendations.

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Investment Advisement

Our investment advice is delivered through a research-driven process – utilizing financial plan projections, time-honored investment traditions, and understanding each client’s unique investment personality.

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