3658 Border Creek Ct.
Denver, NC 28037

LinkedIn

Lake Norman Financial Consulting, LLC

(704) 530-1072

 

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

 

Related Content

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.