Understanding Today’s Financial Environment
Welcome to Lake Norman Financial Consulting. Whether you goal is saving for retirement, college savings, estate planning, or finding affordable life insurance and disability insurance, I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call (704) 530-1072.
Helpful Content
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.