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Financial consulting in Charlotte, NC

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Next Phase Financial

We are committed to providing insurance and financial knowledge, through quality products and services, to meet the financial needs of our clients for Safe Money Annuities, Life Insurance, 401K, IRAs - Traditional and Roth as well as Social Security Education.

Pathways Financial Coaching

Pathways Financial Coaching was established to help clients find their own unique path to financial peace of mind. After working in the financial services industry for over 13 years, Cassandra learned that every client has a unique financial journey and that there was a real opportunity to teach clients about the investment options and different solutions that are available.

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(716) 807-6370
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JHG Financial Advisors

JHG Financial guides clients to make the right decisions for their financial well-being and success in reaching their goals, whether it is helping clients with financial planning, business benefit packages, to 401K rollover planning & management.

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