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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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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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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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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.
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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.
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Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.
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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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We help make your financial planning an adventure worth sharing.

Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
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Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?
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Personalized Financial Services

Let's build a specialized plan for you.

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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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4 Elements of an Estate Strategy

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