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3658 Border Creek Ct.
Denver, NC 28037

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Lake Norman Financial Consulting, LLC

(704) 530-1072

 

Our Products and Services

We provide assistance in the following areas:

 

Insurance

·         Life Insurance

·         Long Term Care Insurance

·         Disability Insurance 

 

Investments

·         Bonds

·         Common Stock

·         Educational IRA

·         Traditional IRA

·         Roth IRA

·         SEP IRA

·         Simple IRA

·         Brokerage Accounts

·         Treasury Bills

·         Government Securities

·         Treasury Notes

·       Variable Annuity

 Financial Management

·         Retirement Plans

·         Tax Strategies

·         401(k) Planning

·         403(b) Planning

·         College Planning

·         Estate Planning

·         Money Purchasing Plans

·         Profit Sharing Plans