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Joseph Lady Email
Financial Advisor . Strategic Planning Group
Charlotte, NC
Locationj**@strategicplanninggroup.com
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Strategic Planning Group is in business to help provide for the financial planning needs of its clients. Our mission and purpose is to be a transformational force in our community by helping to increase your wealth, multi-generational legacy planning, charitable gifts, and financial planning strategies by advocating for our valued clients, and those that they care most about, by utilizing a process that protects and maximizes their wealth potential and allows for the control and enjoyment of that wealth. Our vision is to create a family of financial professionals and valued clients that mutually support and advocate for each other in order to impact and improve the financial health of our community. We want to strive for excellence in performance as defined as a commitment to Integrity, Interdependence, Impact, Influence, and Independence. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer, or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org / SIPC www.sipc.org. 6000 Fairview Road, Suite 1425; Charlotte, NC 28210 | 704-362-6787. Strategic Planning Group is unaffiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. 3308236RB_Nov22Strategic Planning Group Address
6000 Fairview RdCharlotte, NC