Financial & Retirement Planning Services
The Impact of Our Financial Services in Charlotte
At Belmont Capital Advisors, we offer a wide range of services to help our clients prepare for a more successful future in retirement. Click each service below to learn more.
Retirement Planning
Whether you are approaching retirement, transitioning between companies, or faced with an early buyout from your employer, our team is equipped to help you succeed when making retirement decisions.
Legacy & Estate Planning
Life isn’t just about securing your own future – it’s about taking care of your family and loved ones, too. That’s why we provide full-service legacy and estate planning, including:
- Long-term care alternatives
- Beneficiary reviews
- Trusts and wills to avoid probate
- Asset ownership
Tax Planning Strategies
You’ve worked hard for your money. Shouldn’t you take every action to ensure that you protect it? Americans pay millions of extra dollars in taxes each year because they weren’t properly educated on their options. That’s why we offer a number of tailored income strategies in addition to tax-free income planning Roth and Roth alternatives and Social Security benefit planning and review.
To learn more about our financial and retirement services, fill out the form below and a member of our team will contact you shortly.
Contact Us
Belmont
123 N. Main Street
Belmont, NC 28012
Phone: (704) 825-1560
Cornelius
19600 West Catawba, Suite 201
Cornelius, NC 28031
Phone: (704) 825-1560
Ballantyne
15720 Brixham Hill, Suite 300
Charlotte, NC 28277
Phone: (704) 825-1560
SMS content and phone numbers will not be shared with third parties for marketing purposes.
Investment advisory services offered through Fusion Capital Management, an SEC-registered investment advisor. Insurance and annuities offered through Belmont Capital Advisors, Inc, NC License #1000047399.