The Fairview Group

In business for more than 25 years, Capital Concepts Financial Group offers various financial solutions to individuals and businesses. Its offers various plans and programs, including life and disability insurance, retirement planning, investments, estate and financial planning, asset management, and corporate executive and employee benefits programs. The firm s services include initial consultations, documents reviews, needs analysis, recommendations implementations monitoring and organizational evaluations. It offers customized estate planning strategies and consultations, including estate tax analysis, wealth transfer techniques, trusts, charitable gifting programs, estate freezing techniques, and consultations on avoiding pension tax disasters. It additionally offers the wealth evaluator wealth management solution that allows clients to track accounts online. Capital Concepts Financial Group is located in Hickory, N.C.

Ladd Robbins, PA, is a full-service CPA firm serving clients in the health care industry throughout the Carolinas, Ohio and the Washington DC area, dedicated to providing our clients with the highest quality, proactive service on a timely basis. We provide our clients with consulting and resources to assist in the tax process and financial decision-making. If you are a physician or operate a health care practice in the Southeast, Ladd Robbins, PA, has years of valuable experience related specifically to assisting professionals in your field with their accounting needs.

Kemble Financial, located in Matthews, NC, is a trusted name in financial services with 25 years of experience. As expert financial planners and advisors, we offer comprehensive investment services tailored to meet your unique financial goals. Our team specializes in financial planning, wealth management, tax solutions, and life insurance, providing a holistic approach to your financial well-being. With a quarter-century of industry expertise, Kemble Financial has established itself as a leading investment service provider in the Matthews area. We understand that each client's financial situation is unique, which is why we offer personalized strategies to help you achieve your short-term and long-term financial objectives.