Flat Fee FinancialCharlotte, North Carolina, US
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Business Financing
919 Berryhill Rd. Ste 102 Charlotte , North Carolina, 28208
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(704) 774-5390
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About Us
Flat Fee Financial is a Flat Fee Financial Planner and Advisor dedicated to helping individuals, especially those over 50 with significant investable assets, manage their finances effectively. Our expertise in tax-efficient investment planning, retirement financial planning, and estate planning services makes us a trusted partner in your financial journey. We specialize in wealth management for dentists and folks approaching retirement age, offering tailored solutions for unique financial needs. Our commitment to a flat fee structure ensures transparency and aligns our interests with yours. Looking for the best financial advisor near you? Contact us to start planning for a secure future.
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