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Prior Wealth Planning

17505 W. Catawba Ave., Suite 100
Cornelius, NC 28031
Phone:
  • 704-536-9900
Fax:
  • 704-765-1812

Financial Planning, Investments and Insurance to Help You Reach Your Goals

What we do:  Personalized planning involves a deep look into you, your experience, goals, assets, liabilities, risk protection and attitudes.  In developing and delivering your plan, we show you what is good about what you already have in place, and we make recommendations on what you might want to consider changing and why.  Ultimately, we provide recommendations and implement solutions for many clients in areas such as:

  • Traditional Investments
  • Retirement Accounts
  • Income Planning
  • Estate Planning
  • Tax Reduction Strategies
  • Alternative Investments
  • Hedging Strategies
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Medicare Supplements
  • Social Security Collection Strategies
  • Ongoing monitoring and reviews of your accounts and strategies

Investments and advisory services are offered through registered representatives of Lincoln Financial Securities Corp.

Prior Wealth Planning is an independent financial services firm committed to helping you improve your financial success.  We are devoted to identifying your financial needs and finding the appropriate financial products to help you achieve your goals.

Good financial decisions don't have to be confusing.  Prior Wealth Planning can provide simple techniques that can help you make the most of your money and pursue more of your financial goals.

This site will introduce you to our philosophy and services, and it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently.  

Have fun exploring our site and learn more about the services we provide.  These services cover all areas of financial management, whether it be insurance, investment, retirement or estate planning. 

Are you new to Prior Wealth Planning?  Give some of our basic planning tools and calculators a test based on your unique information.  Request a quote on insurance, or contact us to have a free introduction and consultation meeting.

Are you already a client of Prior Wealth Planning?  Access your consoldated statement or connect to your Wealth Planning Portal.

Let us know how we can help you reach your dreams.  We are here to help.


 

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us