JareMarc Advisors

JareMarc Advisors We simplify financial complexity JareMarc Advisors is a fee based financial planning practice founded by Claudie Johnson, CFP.

JareMarc Advisors will not sell any products, or solutions, which enables them to put the client's interest first. JareMarc Advisors will utilize best in class, "goal based" financial planning software, and a team of professionals, such as estate planning attorneys, advance planning strategists, and CPAs to provide the following services as individual modules, or comprehensively. :

financial mana

gement (cash flow analysis, planning, and budgeting)
insurance planning and risk management
investment planning (portfolio analysis, and asset allocation)
income tax planning
retirement planning
estate planning
stock option planning

01/02/2024

Hey FB Fam I am taking a break from social media . If you need to reach me contact me on my mobile or email. If you get any “friend” request from “me” please report as well as if you see any pictures of me floating around . Peace and Blessings .

11/25/2023

Exciting News for Future Homeowners in Charlotte, NC! Are you ready to turn your dream of homeownership into a reality? Join us November 30 at 6 pm. for a virtual workshop that could make 2023 the year YOU become a homeowner.

Whether you're navigating the real estate market for the first time or looking to brush up on your home-buying skills, our workshop is tailor-made for YOU. Questions? Call 704-409-5937 for more information.

Workshop Highlights:
✅ Understanding the Homebuying Process
✅ Mortgage 101: Financing Options
✅ Navigating the Real Estate Market
✅ Tips for a Successful Home Search
✅ Closing the Deal with Confidence
✅ Using you Housing Choice Voucher

11/17/2023
11/17/2023

“Great leaders do not create followers, they create more leaders” Tom Peters

11/15/2023

Newsflash:

It’s not “lonely” at the top. ❌

True, as you climb higher, your circle might get smaller...

But it's about being selective and surrounding yourself with the real MVPs! ✨

The ones who've got your back, challenge you, and celebrate your wins like it's their own.

Quality over quantity, always. 💅🏻

The view from the top is better when you're there with your hand picked dream team.

Learn how to let go of those that aren’t serving you and your goals here: https://bit.ly/HMNovMC

11/12/2023

All gave some, some gave all. The Heidelberg University community extends a happy Veterans Day to all who have served, all who currently are serving and all who will serve in the future.

02/26/2023

Michael B. Jordan says "life" taught him about how to manage money. However, he wants young people to get a head start on gaining financial literacy.

02/17/2023

Credit scores can be intimidating. Learn about what goes into your score, and how you can take steps to make the most of it.

02/13/2023
02/10/2023

Address

Charlotte, NC

Telephone

+17046180860

Website

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