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7401 Carmel Executive Park Drive Suite 101 Charlotte, NC 28226

(980) 256-3766
b.ozer@magnoliacapitalpartners.com
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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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When Markets React

When markets shift, experienced investors stick to their strategy.
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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.
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What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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We help make your financial planning an adventure worth sharing.

<p>Year-End Charitable Gifting and You</p>

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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<p>Retirement Seen Through Your Eyes</p>

Retirement Seen Through Your Eyes

What your life will look like after you leave work.
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<p>Assess Your Life Insurance Needs</p>

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Personalized Financial Services

Let's build a specialized plan for you.

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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.
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<b>Who We Are</b>

Who We Are

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

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