Our goal is to work with you to build a financial plan that you understand and that you are confident in.
Typically, we work with the following:
• Business Owners – we don’t worry about minimum investment because they might have the majority of their net worth tied up in their business.
• H-E-N-R-Y’s – HENRY stands for High Earner Not Rich Yet. These are people that have household income generally over $200,000 that have the ability and propensity to aggressively save.
• The Outsourcer – clients who find value in outsourcing financial planning to save time, reduce stress, & accomplish goals
Securities are offered through LPL Financial, Member FINRA/SIPC. Know My Plan is an other business name for Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 11215 N Community House Rd, Woodward Building
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- knowmyplan.com
- Keywords
- Investment Management, Life Insurance, Estate Planning, Cash-flow Planning, Long-Term Care, College Planning.
- HQ
- Charlotte, North Carolina
Know My Plan Questions
Know My Plan's website is knowmyplan.com
Know My Plan's LinkedIn profile is https://www.linkedin.com/company/know-my-plan
Know My Plan has
5 employees.
View email and phone details for 5
employees at Know My Plan.
Know My Plan's industry is
Investment Management
Know My Plan's categories are Investment Management
Know My Plan's founding year is 2018
