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.
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.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Understanding how a stock works is key to understanding your investments.
How to help determine life insurance needs to provide for your family after you pass away.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Learn about the importance of having an estate strategy in this helpful and informative video.
Making the most of surprises is a great reason to work with us.
There are hundreds of ETFs available. Should you invest in them?
Have you found yourself suddenly single? Here are 3 steps to take right now.