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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 Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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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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Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.
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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
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Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
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Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.
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We help make your financial planning an adventure worth sharing.

<p>Countering Counterfeit Currency</p>

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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<p>Women on the Rise</p>

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.
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<p>Disability Income</p>

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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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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