13777 Ballantyne Corp Pl.
Everyone has goals for their Family, Finances, Dreams, Community, and Legacy. It is our pleasure to help you begin to chart a course to move towards these goals.
Strategic Planning Group is here to serve as your guide to the future you want.
Managing Partner and Special Needs Planner
Senior Partner & Director of Talent Development
Senior Partner & Director of Agency Development
Director of Development
Senior Partner & Director of LEAP Training
Director of Operations - Charlotte
Director of Operations - Atlanta
Sr. Field Associate
Regional Marketing Manager
Insurance Sales Specialist
**Stephen Grant is not registered to offer investment and/or advisory services and is an Insurance Agent only.
Senior Partner & Director of Advanced Design
Associate Partner & Financial Professional
Senior Partner & Financial Professional
Financial Planner & Wealth Management Advisor
Vice President of Strategic Development
Financial Professional and Brokerage Consultant
Our clients partner with us to pursue their ideal financial position. We strive to educate how to grow and protect wealth during the accumulating years as well as enjoyed for retirement and legacies
Emerald Financial Group was created to help anyone who wanted our help to puruing long term financial goals. Our team has combined experience of over 30 years in the industry. Though we specialize in financial planning strategies, we have always understood that building and protecting wealth takes a concentrated effort.
Client Care Specialist
Whether coordinating with their team or a team of professionals, Vector 27 seeks to create strategies that are designed to help ensure their client's present and future well-being.
Medicus Wealth Consultants provide financial strategies to a diverse group of medical professionals and practices. Our clients include physicians, nurse practitioners, physicians assistants, registered nurses, pharmacists, executive administrators, as well as their families and employees.
Director of Administration
Reach out to us, and we can prepare a strategy for you.