Broker Check

7401 Carmel Executive Park Drive Suite 101 Charlotte, NC 28226

(980) 256-3766
b.ozer@magnoliacapitalpartners.com
MCP Account Login

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
Learn More

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn More

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.
Learn More

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn More

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn More

To log into our Planning Portal, please click our logo below: 


To access your FSC eQuipt accounts, click this logo below:




Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
Learn More

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn More

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Learn More

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn More

We help make your financial planning an adventure worth sharing.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.
Learn More
Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
Learn More
The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
Learn More

Personalized Financial Services

Let's build a specialized plan for you.

Ask Us How

Forecast

The market is as unpredictable as the weather. We'd love to help you prepare.
Learn More

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
Learn More

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
Learn More

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Learn More
<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.

<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.

<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.

Have a Question?

Thank you!
Oops!