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Money Counts, Inc.
Distance: 0.0 Mi11121 Carmel Commons Blvd Ste 400
28226-1903 Charlotte -
Blue Waters Financial Group, LLC
Distance: 0.1 Mi6701 Carmel Rd., Suite 100
28226 Charlotte -
Capital Choice Advisors
Distance: 0.4 Mi7300 Carmel Executive Park Dr
28226-1322 Charlotte -
L E Goodgame & Associates
Distance: 0.4 Mi8058 Corporate Center Dr
28226 Charlotte -
Judith Mohr, CFP
Distance: 1.5 Mi13850 Ballantyne Corporate Pl Ste 500
28277-2830 Charlotte
Turnkey Benefits
- 10724 Carmel Commons Blvd
- Charlotte, North Carolina
- 28226-3787
- Phone: 704.369.2678
- Website
Website Links
Description
Critical to our "needs-based" approach is our ability and commitment to listening and asking the right questions. We get to know our clients and understand what is truly important to them. Our goal is to help you achieve your goals. To that end, we use a four step process to solving problems: Analysis Before we make any recommendations to you, we'll gather facts and information and ask questions to get a clear understanding of your current situation and goals. Design Using the information we've gathered and the goals you've established, we'll prepare a customized, written program with recommendations on the most effective ways to reach those objectives. Implementation If our recommendations make sense to you, we will work with you to implement your plan by securing and coordinating the required products and services. Review Because your situation and your goals are bound to change, we'll continue to work with you to monitor the performance of your program and ensure that it is always focused on the achievement of your goals.