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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
View all articles 
College Savings
See how much you may need to save now to cover future college costs for your child.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
View all calculators
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.