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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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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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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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Retirement Redefined

Around the country, attitudes about retirement are shifting.
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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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We help make your financial planning an adventure worth sharing.

<p>The Economic Journey of Your Morning Coffee</p>

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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<p>Inflation - Back to the Future</p>

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.
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<p>Lifetime of Earnings</p>

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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Personalized Financial Services

Let's build a specialized plan for you.

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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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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.

<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.

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