Financial Planner Davidson NC Lake Norman Mooresville NC CFP BluHawk Wealth Management Davidson NCFinancial planning is defined as “the process of determining whether and how an individual can meet life goals through the proper management of financial resources.”

Financial Planning Subject Areas

The financial planning process typically includes (but is not limited to) the following subject areas:

  • Financial statement preparation and analysis (including cash flow analysis/planning and budgeting)
  • Insurance planning and risk management
  • Employee benefits planning
  • Investment planning
  • Income tax planning
  • Retirement planning
  • Estate planning

How is the BluHawk Approach Personalized?

Our mission is to defend and help grow our clients’ wealth across the many phases of life.

We pride ourselves on treating clients as individuals.  Each client has unique concerns, goals, hopes, dreams and questions. The approach we recommend will absolutely depend on each client’s situation and goals.