The Cornelius, NC team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.

Aventus Investment Advisors, Inc. is a financial advisory firm that is client-focused, always looking to provide unbiased advice on investment options and financial planning topics for our clients. We measure success based on our client retention and accolades received from our client base. Our team includes a full complement of competent professionals including a Chartered Financial Analyst (CFA) as Chief Investment Officer, and two Certified Financial Planners (CFPs) with over 15 years of experience. Our complete client team includes 2 CPAs with over 25 years of experience and a specialist estate planning attorney. Our credentialed specialists have 30 years of experience in investment management in the Lake Norman area.

Comprehensive wealth management. We help affluent families manage,grow and transfer their wealth so they will have the peace of mind of knowing their finances are being taken care of.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Welcome to Aspire Wealth Management, the Carolina's premier financial and retirement planning firm. We assist individuals and families who are currently retired or near retirement with their comprehensive financial planning needs, such as growing wealth for and during their retirement years, preserving assets, planning retirement income, reducing taxes and unnecessary risks, advanced estate planning strategies and more. Aspire Wealth Management serves pre-retirees.

You see it everyday: Inefficient transactions in your organization that should be automated, but rarely are they successfully addressed. Investing the time and resources while keeping pace with the ever changing dynamic nature of your operation make this a difficult undertaking for most internal IT departments, leaving the business to live with the inefficiency. At IFS, we break the traditional barriers of automation deployment and put the business in control of their automation projects. We allow you to address your high volume transactions, couple front-end process improvements with back-end automation and DELIVER the benefits.

"Charting a Course for My Loved Ones" is a workbook and an easy-to-use checklist, which details your affairs, which are not normally included in your Will. It helps prevent your surviving loved ones from the chaos of dealing with your 'affairs' in the midst of their grief. It leaves them with a map of what and where and what you want done when you're gone. Would your loved ones know where to find all necessary information? Who will take care of my children, my pets? How would your survivors know your account numbers, passwords, etc. How do you want your funeral and memorial service to be handled? Are you an organ donor? Does your family know? A veteran? Do you want a veteran's funeral. What happens if you should suddenly become incapacitated? This 80 page workbook, which is easily workable also includes a CD. It is the best and last loving thing we can provide to our survivors.