Financial Strategies of Lake Norman, Inc.

Financial Strategies of Lake Norman, Inc. Family owned and operated since 1996 - Full Service Financial Planning firm offering personalized attention and service.-

Coverdell ESAs can be used for K-12 expenses in addition to higher education costs. Contributions may be made until the ...
09/17/2026

Coverdell ESAs can be used for K-12 expenses in addition to higher education costs. Contributions may be made until the account beneficiary turns 18. The money must be withdrawn when the beneficiary turns 30, or taxes and penalties may occur.

You can get life insurance coverage with no medical exam. Contact me to learn if you qualify.
09/17/2026

You can get life insurance coverage with no medical exam. Contact me to learn if you qualify.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
09/16/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

I can help you find term life insurance that fits your needs and your budget. Contact me to learn more.
09/15/2026

I can help you find term life insurance that fits your needs and your budget. Contact me to learn more.

Small business owners have so much at stake. Would your family have the funds to purchase the business or replace its in...
09/15/2026

Small business owners have so much at stake. Would your family have the funds to purchase the business or replace its income if you were to die suddenly? Call us today to discuss how to put the best protection in place.

09/14/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Grandparents are a delightful blend of laughter, caring deeds, wonderful stories, and love… I'm so privileged to be "Pop...
09/13/2026

Grandparents are a delightful blend of laughter, caring deeds, wonderful stories, and love… I'm so privileged to be "Pop-Pop" to this little beauty. 😍Happy Grandparents’ Day!

On this Patriot Day, we honor the strength and resilience of our nation. Let's remember the lives lost and the heroes wh...
09/11/2026

On this Patriot Day, we honor the strength and resilience of our nation. Let's remember the lives lost and the heroes who emerged on that fateful day. May their courage inspire us to stand united, always.

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains ...
09/11/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

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Starting in 2024, the SECURE Act 2.0 allows recipients to roll over unused savings into a Roth IRA, if it benefits the s...
09/10/2026

Starting in 2024, the SECURE Act 2.0 allows recipients to roll over unused savings into a Roth IRA, if it benefits the same individual under certain conditions. Currently, money from a 529 that is used for non-educational expenses is subject to penalties and taxes.

Address

347 North Main Street Suite~204/A
Mooresville, NC
28115

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17046647995

Website

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