704 233-7563
5950 Fairview Road, Suite 250
Charlotte, NC 28210
tatkinson@wradvisors.com
Make a plan to fund your future
What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.
Services for your business
Your business has unique needs, and I have the resources to support you, your business and your employees.
Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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