About Company

Flat Fee Financial is a Charlotte-based fiduciary financial planning firm that delivers transparent, flat-fee financial advice focused on retirement planning, investment management, tax planning, insurance and annuity review, charitable planning, social security timing, and financial organization; Flat Fee Financial serves primarily age 50+ investors as well as dentists, small business owners, and clients facing sudden money events, emphasizes tax-efficient, no-product-push guidance, follows a consult-analyze-implement process, and operates from 919 Berryhill Road, Suite 102, Charlotte, NC.

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