Framework Financial Planning

Framework Financial Planning Framework Financial Planning's mission is to make customized financial guidance affordable and accessible to everyone. Or is the reverse happening? Ms.

At Framework Financial Planning, a true comprehensive financial plan covers more than just your financial well-being. It covers the four cornerstones that make up the "framework" of your life- Health, Wealth, Home and Happiness. Framework Financial is an independent advisory firm run by Dawn McGuire. Dawn's 20 years in the industry has led her to create a financial planning firm that focuses on ma

king financial guidance affordable and accessible. Your money and how you use it directly impacts the other areas of your life. It affects not just your wealth; it affects your home, your health and it definitely affects your happiness. Dawn can help you reframe what you think about money, how you feel about money and how you use your money. Do your savings and spending reflect what is important to you? Are you focused on your now at the expense of your long term? You need to get to the root of what you want your money to accomplish for you in order to expect a financial plan to mean something to you. Dawn helps her clients turn their personal goals and needs into a comprehensive financial strategy and then works with them to make sure that strategy stays on course. By getting a grip on both your money and your time you can dramatically improve the things that really matter— Your health, your relationships, your happiness. https://www.joinfsc.com/disclosures/socialmedia/

Framework Financial Planning is a trademark used by Dawn McGuire. McGuire is a Financial Advisor offering securities, insurance & advisory services through FSC Securities Corporation, member FINRA/SIPC. FSC Securities Corporation is a registered broker-dealer & registered investment advisor, a subsidiary of Advisor Group, holding company of four independent broker-dealers. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message.

Even low inflation rates can pose a threat to investmentreturns.
11/29/2023

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

Social host laws may make you responsible for underage drinking in your home, even if you are away.
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Social host laws may make you responsible for underage drinking in your home, even if you are away.

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
11/24/2023

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?
11/22/2023

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Use this calculator to compare the future value of investments with different tax consequences.

Before buying a vacation home, it can pay to do your homework. Learn more now.
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Before buying a vacation home, it can pay to do your homework. Learn more now.

Doing your research is key before buying a vacation home.

Have a strategy for discussing healthcare with your parents.
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Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

Preparation can sometimes be all you need to make the impossible, possible.
11/15/2023

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

What does it actually cost to raise a child? You might be surprised.
11/13/2023

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

An ILIT could play a role in your estate strategy.
11/10/2023

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Self-employed? Learn more about your retirement plan options.
11/08/2023

Self-employed? Learn more about your retirement plan options.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

11/06/2023

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Consider preparing for 30 years in retirement. Are your assets ready?
11/01/2023

Consider preparing for 30 years in retirement. Are your assets ready?

Estimate your monthly and annual income from various IRA types.

Address

9307 Monroe Road, Suite J
Charlotte, NC
28270

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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