Geoffrey Owen, Financial Advisor

Geoffrey Owen, Financial Advisor

Share

I help investors accumulate, preserve, and distribute wealth tax efficiently during their life and after. We begin by creating a financial plan.

We then execute an agreed upon strategy through the selection of investments and financial products. In addition, we utilize the client's other professional advisors in concert to help ensure that our plan is sound. My practice is broad-based, but I also hold the Certified Divorce Financial Analyst (TM) designation that provides me knowledge of the complexities in planning for a person experiencin

The Power of Visualization | Prudential Financial 06/16/2016

See how the power of visualization can help you solve some tough financial problems.

The Power of Visualization | Prudential Financial Save more and spend less. Prudential Financial can help you choose the right investment options for the financial future of you and your family. Learn more.

You’re getting
married: What to do before, and after, you say, “I do” 06/02/2016

Getting married? Gain helpful financial insights before, and after, you say “I do.”

You’re getting married: What to do before, and after, you say, “I do” Getting married is one of the most important decisions of your life. Your engagement
marks the start of your new life together, and is a time filled with celebration, happiness,
and heartfelt wishes for a wonderful future. While it can be one of the most exciting
periods of your life, it can also be...

Get to Know 529s 03/30/2016

It's never too early to start saving for your child's or grandchild's education with a 529 plan.

Get to Know 529s It’s never too early to start saving for your child’s or grandchild’s education with a 529 plan.

Don’t Put All Your Eggs in One Basket – Diversify 03/25/2016

The best-performing asset class often changes from year to year. Find out why you should diversify:

Don’t Put All Your Eggs in One Basket – Diversify The best-performing asset class often changes from year to year. And the difference between the best- and worst-performing investments in any year can be quite substantial.

Six Things to Know to Weather a Market Downturn 01/19/2016

Market fluctuations happen, but here are six things to know when the markets are volatile.

Six Things to Know to Weather a Market Downturn It’s natural to be nervous when the markets head for negative territory. Keep a positive perspective with these six investing reminders.

The Power of 529 Gifting 12/27/2015

Are you making use of 529 gifting that may maximize the market’s compounding potential?

The Power of 529 Gifting Many families are taking advantage of a gifting feature unique to 529 college savings plans that helps account owners maximize the market’s compounding potential. Parents and grandparents can make five years’ worth of contributions in a single year without triggering gift taxes.

Want your business to be the top-listed Accountant in Charlotte?

Click here to claim your Sponsored Listing.

Location

Telephone

Address

Charlotte, NC

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 10pm
Sunday 7am - 10pm