Charlotte Financial Planning

With a Certified Estate Planner (CEP®) on staff, JHG Financial Charlotte can help you determine the best plan of action for you and your family. We can assist you in setting up the appropriate arrangements and estate planning goals you need to ensure your wishes are followed as you intend.

We provide you with unbiased, conflict-free advice based solely on your needs and aspirations. We are able to give you guidance that is truly objective, with a commitment to transparency.

Charlotte’s JHG Financial has no proprietary investment products to recommend and no vested interest in promoting a particular product or service. Our only interest is that your investment program meets your needs and objectives so that we can continue to maintain your trust in us, building a confident, long-lasting relationship.

Throughout our website, we mention “protecting your blind sides.” This has special meaning for Judson H. Gee, founder of JHG Financial, after a life-changing event in 2009. One evening while walking home, he was attacked and left for dead. He spent more than six weeks in the hospital. After recovering and returning to work, he realized his passion was to do all he could to “protect his clients’ financial blind sides.”

People ask, “What do you mean by protecting my blind sides?” The answer is: it could be working toward helping you not outlive your money; protecting your estate from over-taxation; making sure your family and their income are protected; helping plan for educational costs so that your children have a choice; or making sure your hard-earned money is working to not only outpace inflation but also to protect and grow it.

JHG Financial was founded on the principle that an in-depth, hands-on understanding of your current financial situation is vital to helping you make well-informed decisions about your financial future.

We strive to simplify the decision-making process, paring down the many choices of investment products to those that fit your financial objectives, your time horizon and your tolerance for risk as measured against your short- and long-term goals. Putting our experience and expertise to work for you, we protect your blind sides by identifying appropriate options and developing a comprehensive financial program that includes integrated retirement, education and estate planning as well as insurance, investments and wealth management.

What does financial freedom mean to you?

Providing a college education for your children? Having enough financial resources to ensure a comfortable retirement? Protecting your current and future assets so you can pass on your wealth to loved ones?

Financial freedom can mean different things to different people. But no matter how you define it, JHG Financial is here to help you make the right decisions about your financial life. We strive to give you control of your financial future so you can fully live for today with the confidence that you’ll have a secure future and can live your dreams tomorrow.

Education: making sure you understand every decision

Communication: communicating with you regularly

Service: providing the service you deserve

Commitment: always putting your needs first

Confidence: building and maintaining your trust in us

JHG Financial is committed to helping you make sound decisions that could ensure your financial well-being and success in reaching your goals.

We will always act honestly, with integrity, and in your best interest. Our goal is to exceed your expectations in everything we do.

Whether your financial affairs are relatively simple or very complex, JHG Financial can give you the expert guidance you need.

Since 1994, we’ve provided clients like you with exceptional financial planning strategies to help them get where they want to go – starting with where you are today.

Many financial advisors apply a “one-size-financial approach to managing client assets. They develop a few standard plans or programs and financial you into one of their boxes. A cookie-cutter approach is never the best way to design an effective investment portfolio. You and your investment program should represent more than just an account number.

Your portfolio should be carefully aligned with your personal values, situation and priorities. It should be designed to meet your individual financial objectives based on your age, time horizon, your tolerance for risk and your unique circumstances. Our goal is to protect you from the things you haven’t thought of yet – your blind sides.

At JHG Financial, we can develop a disciplined investment strategy that’s specially designed for you. The individualized financial solutions we provide are based on what’s truly important to you, how you live and how you want to live.

The experienced professionals at JHG Financial take a “hands-on” approach to financial guidance. Your needs drive everything we do.

Not only will you financial our team members knowledgeable, but you will also discover that we truly care about helping make your dreams a reality.

Working together, we can design an individualized “blueprint” for organizing and managing your financial life. We are committed to helping you implement the appropriate financial decisions that could positively impact your future.

JHG Financial takes a holistic approach to meeting your financial needs, providing these services:

• Organizing financials and establishing objectives
  
• Legacy and estate planning
  
• Educational funding
  
• Retirement planning
  
• Small business strategies
  
• Tax planning
  
• Investment strategies
  
• Wealth management
  
• Insurance coverage review and needs analysis