Categories
FINANCIAL ADVISORS/SERVICES
Hours:
Monday - Friday
9:00AM - 5:00PM
About Us
As a dedicated financial professional and small business owner, We specialize in helping small business owners and families navigate the complexities of wealth accumulation, retirement planning, and risk management strategies. With a client-first approach, we focus on delivering tailored solutions that support long-term financial security and peace of mind.
Areas of Expertise:
• Wealth Accumulation & Tax-Deferred Strategies
• Estate & Wealth Preservation
• Executive Benefits: Buy-Sell, Split Dollar, Key Person Insurance
• Qualified Retirement Plans: 401(k), 403(b), SEP, Profit Sharing
• Risk Management Planning
Images
Rep/Contact Info
View Personal Bio
Jonathan Malone
Co-Founder / Managing Partner
- Phone: (704) 594-8000
- 131 Plantation Ridge Dr Suite 110 Mooresville NC 28117
