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
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Saving for College 101
Here’s a crash course on saving for college.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Surprises
Making the most of surprises is a great reason to work with us.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.