Rutledge Financial Partners, LLC, has been in business at Matthews for three years. As a small and growing financial company, it is committed to helping clients with creative solutions to achieve their financial and retirement goals. The key is for your financial advisor to understand your risk tolerance, your time frame, your horizons, and your goals. The team will work diligently to develop an individual plan or strategy with the goal of carefully crafting balanced investment strategies to meet your unique needs while growing your assets and preserving capital.
In today’s volatile economic environment, having a financial professional to provide a second opinion is absolutely necessary and should be fully exploited by the average investor. There are many challenges in the financial world; however, these complex challenges will create opportunities and potentially great rewards can be achieved. One of the main strengths of working with a small financial business is the personalized service and convenience that a local business can provide to its clients.
Rutledge is an independent finance company, which means advisors have no proprietary products or conflicts of interest. They offer a wide range of products and services to meet the individual financial needs and goals of their clients.
The company takes a holistic approach in designing its individual investment strategies, offering comprehensive financial services ranging from money management to financial planning and retirement goals. The team of advisors takes the time to identify the full financial situation of their clients and potential clients. âWe paint a picture of a client’s current situation and their future financial situation,â said Johnny Rutledge, president. âWe take seriously our obligation to provide the best financial solutions to families, small business owners and individual investors,â said Keith Dixon, partner at the firm. While partner George Irby added that he is proud to work with a firm that puts its clients first.
The package they offer consists of six key areas tailored to meet the financial plans of their clientele. The strategy includes building assets through wealth management, building a diversified investment portfolio tailored to your individual financial goals and risk tolerance, designing a comprehensive short-term financial planning strategy and long-term, assisting owners of small and medium-sized businesses to meet their personal and employee financial needs, retirement planning for individual investors and business owners to create the appropriate financial solutions while mitigating risk. Finally, an exit strategy for business owners to have an exit plan for their business, which includes selling the business, going public, or transferring the business to a member of the family.
The company specializes in high net worth individuals and is looking for serious investors. In summary, Rutledge Financial is a fee-based management company that offers a variety of services to meet the needs of its individual clients and business requirements. They can provide professionally designed plans for investments, estates, retirement, tax strategies, insurance options, including money management solutions.
The combined team has over 50 years of experience in the financial services industry. They have many of the important professional qualifications required to provide a full range of financial and investment services. The company is located at 1013 Chestnut Lane, Suite 130, Matthews, NC 28104. Its phone number is 704-684-0671. You can go online to check out their website at www.rutledgefinancialpartnersllc.com.
Securities offered by LPL Financial, member of FINR / SIPC. Investment advice offered through the Advisor Alliance, a registered investment advisor. Rutledge Financial Partners, LLC and Independent Advisor Alliance are separate entities from LPL Financial.