Our Services

Trust and Communication are at the heart of everything we do.

Getting to know you and understanding your life goals enables us to provide the highest quality service.  We are passionate about establishing long term relationships, and providing solid financial advice to help chart your course for a life of financial confidence.

For our clients, we understand the importance of clarity, which is why our consultative services are based on a transparent fee schedule. Together, we will review your current situation and customize a service model designed to help you reach your financial goals. At Lake Norman Financial Group, we offer both financial planning and investment advisory services with one goal in mind: to help you find the right mix of services that aligns with your needs, goals, and stage of life.

Financial Planning Services

Understanding your goals is the starting point of your financial plan. After assessing your situation, we provide written recommendations and strategic guidance in the following areas:

  • Net Worth and Cash Flow
  • Retirement Planning
  • Tax Planning
  • Risk Management
  • Long-Term Care
  • Estate Planning
  • Education Planning
  • Philanthropic and Multigenerational Planning

In addition, we offer recommendations tailored to your unique life circumstances, such as major transitions including divorce, loss of a spouse, or career changes.

Working with your CPA and attorney, we provide a coordinated, comprehensive approach to meet your financial needs.

Investment Advisory Services

We assist you in selecting and investing from a full range of investments to help you meet your financial objectives. As Independent Investment Advisors & Fiduciaries, we have access to institutional managers for our clients as well as all retail investments without any proprietary bias. Investment Advisory Services include:

  • Personalized Investment Policy Statement (IPS)
  • Risk Profile Assessment · Recommended Asset Allocation
  • Alternative Investment Strategies
  • Quarterly Performance Reporting
  • Ongoing Client Reviews

Our investment advice is built on a research-driven process that utilizes financial plan projections, time-honored investment traditions, and a deep understanding of your unique investment personality.