Financial & Retirement Planning Services

The Impact of Our Financial Services in Charlotte

At Belmont Capital Advisors, we offer a wide range of services to help our clients prepare for a more successful future in retirement.

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Retirement Planning

Whether you are approaching retirement, transitioning between companies, or faced with an early buyout from your employer, our team is equipped to help you succeed when making retirement decisions.

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Legacy & Estate Planning

Life isn’t just about securing your own future – it’s about taking care of your family and loved ones, too. That’s why we provide full-service legacy and estate planning, including:

  • Long-term care alternatives
  • Beneficiary reviews
  • Trusts and wills to avoid probate
  • Asset ownership
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Tax Planning Strategies

You’ve worked hard for your money. Shouldn’t you take every action to ensure that you protect it? Americans pay millions of extra dollars in taxes each year because they weren’t properly educated on their options. That’s why we offer a number of tailored income strategies in addition to tax-free income planning Roth and Roth alternatives and Social Security benefit planning and review.

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Expert advice

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Competitive rates

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Our Five Step Retirement Planning Process

At Belmont Capital Advisors, we take a highly personalized approach to help you shape your

ideal retirement and turn that vision into reality. Through tailored, comprehensive planning, we

specialize in pre-retirement and retirement strategies designed to align your entire portfolio with

your long-term goals. Our mission is to provide clarity, confidence, and a secure financial path,

so you can embrace the future you’ve always dreamed of.

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