Rutledge Financial Partners, LLC, has been in business in Matthews for the past three years. As a small but growing financial firm, they are committed to assisting their clients with creative solutions to achieve their financial and retirement goals. The key is for your financial advisor to understand your tolerance for risk, your time schedule, horizons and goals. The team will work diligently to develop an individual plan or strategy with the objective to carefully craft balanced investment strategies to meet your unique requirements while growing your assets and preserving principal.
In today’s volatile economic environment, having a financial professional to provide a second opinion is absolutely necessary and should be taken full advantage of by the average investor. There are many challenges in the financial world; however, these complex challenges will create opportunities and potentially some excellent rewards can be achieved. A major strength of working with a small financial firm is the personalized service and convenience a local company can provide their clients.
Rutledge is an independent financial firm, which means the advisors have no proprietary products or conflicts of interest. They provide a wide range of products and services to meet their clients individual financial needs and goals.
The company applies a holistic approach in designing their individual investment strategies, offering comprehensive financial services from money management to financial planning and retirement objectives. The team of advisors take the time to identify their clients and potential clients entire financial situation. “We paint a picture of where a client is today and where they envision their financial situation in the future,” said Johnny Rutledge, President. “We take seriously our obligation to provide the best financial solutions for families, small business owners, and individual investors,” said Keith Dixon, a partner at the firm. While partner George Irby added he takes pride in working with a firm who 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, creating a diversified investment portfolio tailored to meet your individual financial objectives and risk tolerance, design both a short-term and long-term comprehensive financial planning strategy, assistance for business owners of small to mid-sized companies to meet their personal financial needs and their employees, 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 a plan for exiting their business, which includes selling the enterprise, going public, or transferring the business to a family member.
The firm does specialize in high net worth individuals and they are seeking serious investors. In review, Rutledge Financial is a fee based management company who offers a variety of services to meet their individual clients needs and business requirements. They can provide professionally designed plans for investments, estates, retirement, tax strategies, insurance options, including money management solutions.
The team combined has over 50 years of experience in the financial services industry. They possess many of the important professional credentials required to provide a range of comprehensive investment and financial services. The company is located at 1013 Chestnut Lane, Suite 130, Matthews, North Carolina 28104. Their telephone number is 704-684-0671. You can go on-line to review their website at www.rutledgefinancialpartnersllc.com.
Securities offered through LPL Financial, Member FINR/SIPC. Investment advice offered through independent Advisor Alliance, a registered investment advisor. Rutledge Financial Partners, LLC and Independent Advisor Alliance are separate entities from LPL Financial.