Mindy Parman

Associate

State(s) Licensed:   FL, GA, IL, MI, MO, NC, NE, SC, TN, WI

Phone 980-890-6460
Address

8404 Bretton Woods Dr
Charlotte, NC 28227

Mindy Parman

State(s) Licensed:   FL, GA, IL, MI, MO, NC, NE, SC, TN, WI

Let's work together towards securing your future!

Pharmacists ensure the right medicine, at the right time, the right dose, and the right patient. I work alongside clients to help ensure the right plan, at the right time, the right goals specific to each uniquely individual client providing clarity to your financial journey.

I want to learn your goals and help you achieve your dreams using money as a tool and not the goal!

 

How I can help...

·        Retirement Planning

·        Budgeting, Saving & Debt Elimination

·        College Funding Strategies

·        Investments & Wealth Building

·        Life Insurance & Protection

·        Disability Insurance

·        Extended Care Planning

·        Key Person insurance

·        Small Business Planning

·        Social Security Planning

·        Tax Planning & Efficiency

·        Trust Services & Estate Planning

·        Charitable giving

·        Fee Based Financial Advice

 

Questions I can help answer...

·        Will I outlive my money?

·        Do I have enough life insurance?

·        When can I retire?

·        What if . . .

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Charlotte Office

Phone:
980-890-6460
Toll Free:
888-965-5755

Hours

M – F: 9 a.m. – 5 p.m.