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It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot

Integrity. Client-Focused. Standard of Excellence.  

Impacting Communities By Helping Clients Think Differently About Money

TIME TO THINK DIFFERENTLY ABOUT MONEY

Charlotte Financial Group is a team of caring financial professionals who advocate for clients using a wealth of knowledge and over 50 years of experience.  We educate families and business owners of innovative, personalized strategies to build trusting and long-term relationships.

By using extensive fact-finding and dreams based strategies, CFG looks to impact communities by helping clients think differently about their money in the areas of wealth preservation/distribution, wealth accumulation, and risk management.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Resources

Our team has developed resources tailored to help you think differently about money.

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Resource Library

 

Articles

 

Videos

 

Calculators

 

Presentations

HOW CAN WE HELP YOU TODAY?

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How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."