Strategic Tax Planning for Retirement
Insights from Joseph Patrick Roop, founder of Belmont Capital Advisors
When planning for retirement, one crucial aspect that often goes overlooked is strategic tax planning. As individuals and families strive to secure their financial futures and achieve their monetary goals, understanding the intricacies of tax planning becomes essential. Joseph Patrick Roop, often known as JoePat, is a well-known financial advisor and the founder of Belmont Capital Advisors, Inc., a boutique investment business known for its tailored and client-focused strategy. With over three decades of business experience, JoePat has dedicated his career to assisting individuals and families in preparing their financial futures and achieving their monetary goals.
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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
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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.