Tailored, sensible, affordable.
(704) 665-9364
4301 Morris Park Dr, STE 22, Mint Hill, NC
Planning Made Simple.
At its core, a financial plan connects two dots: where you are, and where you'd like to be. By getting to know you and your values, we can help you set achievable goals and lay out a roadmap for how to get there.
About the Team
Hello friends! My name is Ben Kirkland. I've worked all kinds of jobs in my life: hospitality, forestry, extreme sports, government, even film. I couldn't help but notice that everywhere I went, people struggled to deploy their hard-earned money effectively. The DIY approach can be time consuming and inefficient, and the financial industry feels too preoccupied with ultra-high net worth individuals to help the folks who really need it.
My goal is to offer affordable and sound advice that is informed by your unique values and objectives. Together, I'm confident we can develop a plan that will help you improve your financial situation.
Cheers,
Ben Kirkland
Our Services
You don't need a massive portfolio to benefit from professional financial advice. We aim to provide competent guidance tailored to each individual, regardless of life stage or budget.
Modular Financial Plans
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Cash flow analysis
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Debt management
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Investments
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Insurance needs analysis
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Tax & estate solutions
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Flexible payment options
Asset Management
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Brokerage/advisory accounts
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Retirement accounts
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College savings accounts
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Guaranteed income solutions
Single-Issue Advice
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Focused, single-topic advice
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Second opinions on 3rd party advice
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No recurring fees
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