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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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Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
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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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How to Support Local Businesses During a Pandemic

Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
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The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.
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We help make your financial planning an adventure worth sharing.

<p>Pay Yourself First</p>

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.
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<p>Split Annuity Strategy</p>

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
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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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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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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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