I am a CERTIFIED FINANCIAL PLANNER™ professional on the Plancentric Financial Group team who works with our clients to build customized financial plans that evolve with life’s changes. A plan allows you to see the bigger picture and guides you with decisions like where to invest your money based on your specific goals and helps determine if you’re doing enough to protect your assets. Our goal through financial planning is to give you and your family peace of mind and set you up for financial empowerment.Let our team help ensure your financial future is all you want it to be. We can be reached at 704-442-4475 or visit our website at https://plancentricfinancial.com.Specialties: Financial Strategy | Holistic Financial Planning | Investments | Portfolio Management | Estate Planning | Life Insurance Planning | Education Funding | Family Financial Planning