Emerald Financial Group (Charlotte) Revenue

About Emerald Financial Group (Charlotte)

Emerald Financial Group was started with a goal to give our clients a well-rounded, fully comprehensive approach to overall financial planning. This involves every aspect of a person’s financial life to make sure each person’s financial health is strategically balanced. As money can be one of the biggest causes of stress that people will face in their life time, our mission is to provide security and confidence when it comes to managing your financial household. Our job is not to tell you directly what you can and cannot do with regards to your money. Rather, we are your educators and advisors; ones who will work with you to collaboratively create strategies that will help you find the balance between enjoying today and preparing for tomorrow. Through work with individuals, small business owners, and educational seminars, we strive to be resources to our community by helping to increase wealth, developing multi-generational legacy planning, developing increased charitable giving, and financial planning strategies by advocating for our clients, and those that they care most about. By utilizing this process, we can protect and maximize their wealth potential and allow for the control and enjoyment of that wealth. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 800-873-7637. www.htk.com Emerald Financial Group is unaffiliated with HTK. 7388061RG_Nov26

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