Services

The insurance services offered by Alloy Wealth Management to pre-retirees and retirees in Charlotte, North Carolina, are broad and encompassing. They are also individualized to each client based on your objectives, your family’s needs and your timeline to retirement. We provide holistic planning, a written plan which takes into account all of the “what-ifs” of life, like taxation, longevity, inflation and health insurance care.

It all starts with insurance planning. Working with Alloy Wealth, our financial services and insurance planning methodology take into account your income, your budget and expenses, your short- and long-term goals, your timeline to retirement, your potential risks, your retirement goals, and much, much more. Insurance planning considers your entire life holistically. And it changes through time as your needs and family dynamics change. It’s important to create a written, holistic insurance plan as a roadmap and guide.

The insurance services offered by Alloy Wealth Management include:

Holistic planning 2:56

Tax Planning

Fixed Indexed Annuities

Insurance Services

Estate Planning

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When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.

The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.

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Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC – DBA Alloy Investment Management is a state registered investment adviser based in North Carolina and South Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.