📍 121a Depot St, Davidson, NC, 28036
📞 704-896-7911
📍 706 Northeast Dr Ste 4, Davidson, NC, 28036
📞 704-895-9765
📍 19900 W Catawba Ave, Cornelius, NC, 28031
📞 704-895-7475
📍 16930 W Catawba Ave Ste 101b, Cornelius, NC, 28031
📞 704-992-1173
🌐 www.bobkemperfinancial.com
I am a financial adviser that excels in wealth management to include portfolio diversification, asset allocation(employing traditional asset allocation, alternatives asset classes, and new asset classes such as cash valve life insurance), and rebalancing and reviewing the portfolio with the client. As a wealth manager, I also practice diversification among investment plans both qualified and non qualified. I provide life insurance planning, utilizing term and all forms of cash value life insurance to meet the many objectives that indiviguals may have(for instance protecting the family from a premature death to providing estate liquidity to providing a supplemental retirement tax free stream of income). Insurance planning for the business owner is an important component of what I do to include succession planning, buy sell insured plans, key person coverage, and deferred compensation plans.
📍 108 Gateway Blvd Ste 103, Mooresville, NC, 28117
📞 704-660-5624
📍 183 Crystal Cir, Mooresville, NC, 28117
📞 704-799-2727
🌐 nexstone.biz
📍 181 N Main St Ste 208, Mooresville, NC, 28115
📞 704-230-2349
🌐 www.moretzwealthmanagement.com
Moretz Wealth Management, LLC has been helping clients achieve their financial goals since 1999. We servie clients in NC, SC, VA, OH, FL, GA and TN.
📍 10224 Hickorywood Hill Ave Ste 203, Huntersville, NC, 28078
📞 704-947-8444