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5200 77 Center Drive, Suite 330, Charlotte, NC 28217

704-200-9035
info@livefreeplan.com
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Build Wealth. 
Take Care of Your Family. 
Live Your Life. 

Helping business owners, families and retirees build wealth strategically—so you can live life on your terms without sacrificing what matters most.

WELCOME
Plan Smarter. Live Free. 

Why We Do This?
We believe financial planning should do more than protect what you have.

 It should actively help you build wealth — and create the freedom to live life on your terms.

Before we build any strategy, we want to know:

  • What keeps you up at night?
  • What are you excited about?
  • What are you working toward?
  • What does success look like for you and your family?
  • What does freedom mean to you?

From there, we create a tax-smart, purpose-driven plan that evolves as your life does — so you can stop juggling and start living.

What We do
Sophisticated Strategy. Clear Planning. Simple Execuction.

No matter where you are on your financial journey, we work with you to create tax-smart, purpose-driven financial plans that make sense for your life - not someone else's. Because real financial planning isn't about complex investment strategies or chasing returns. It's about having a clear strategy so that you can make confident decisions when life is busy pulling you in multiple directions. Think of us as your strategist, your sounding board, and your advocate — all in one

Tier 1: Essentials

“I need help with something specific.”

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Tier 2: Investment Management

“I want professional investment management—I’ll handle the rest.”

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Tier 3: Comprehensive Planning

 Do It With Me: “I want a financial plan with guidance and support.”

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Tier 4: Premier Planning

Do It For Me: “I want someone to handle everything because I’m too busy or I own a business.”

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HNW Client Guidance

More wealth often means more complexity. I work with high-net-worth clients to help simplify the big picture and address what matters most. box-empty

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Many Advisors Give Basic Advice 

Generic Advice
Invest for the Future

Lock away money until retirement—often decades away—while ignoring opportunities to aquire assets, build wealth, and save on taxes today. 

Generic Advice
Hope for the Best

Cross your fingers and hope the market delivers the returns you need, without a strategic plan to maximize wealth or minimize taxes. 

Generic Advice
Pay More in Tax

Blindly accept high tax bills as inevitable instead of implementing legal strategies to reduce what you owe. 

We Go Beyond the Basics 

Our Approach:
Tax-Smart Plans

Comprehensive strategies that legally minimize your tax liability today and through retirement. 

Our Approach:
Clear Roadmaps

Straightforward plans you understand and can follow, with actionable next steps and clear priorities. 

Our Approach:
Complete Confidence

Live FREE knowing every decision was optimized for your success, coordinating all aspects of your financial life. 

Discover Our Approach

Our Resources
Good Reads, Smart Thinking

We like sharing ideas that help our clients think differently about money and life. Browse the latest articles, guides, and insights below.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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Get Started
Ready to build wealth, take care of your family and live your life?

Schedule a complimentary strategy session to discover how a clear plan with sophisticated strategies can reduce your taxes and transform your financial future

Schedule Your Complimentary Session