Mindy Parman

Associate

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

Phone 980-890-6460
Address

8404 Bretton Woods Dr
Charlotte, NC 28227

Book my intro appointment
Mindy Parman

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

Let's put your plans in motion

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

 

Specializing in...

·        Retirement Planning

·        Budgeting, Saving & Debt Elimination

·        College Funding Strategies

·        Investments & Wealth Building

·        Life Insurance & Protection

·        Disability Insurance

·        Small Business Planning

·        Social Security Planning

·        Tax Planning & Efficiency

·        Trust Services & Estate Planning

·        Charitable giving strategies

·        Fee Based Financial Advice

·       Dave Ramsey SmartVestor Pro

 

Questions I can help answer...

·        Will I outlive my money?

·        Do I have enough life insurance?

·        When can I retire?

·        What if . . .


I locally serve the Mecklenburg, Cabarrus, and Union county area including: Charlotte, Mint Hill, Indian Trail, Stallings, Hemby Bridge, Weddington, Waxhaw, Wesley Chapel, Monroe, Wingate, Fairview, Unionville, Locust, Midland, Harrisburg, and Concord

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Location

Charlotte Office

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

Hours

M – F: 9 a.m. – 5 p.m.

Address

8404 Bretton Woods Dr
Charlotte, NC 28227