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
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
View all articles 
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
View all calculators
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?