Calamita Wealth Management has launched its updated wealth planning service alongside financial management and advisory services for retirees and intending or recently divorced women in Charlotte, North Carolina. These services are designed to help individuals plan their financial future in consultation with experts.
Further information on this is available at https://www.calamitawealth.com
Calamita Wealth Management’s recently updated services will provide guidance on financial planning and investment management to individuals over the age of 50 and women looking for financial advice while transitioning through a divorce.
Wealth planning consultants assist their clients with the efficient management of their financial resources. With the often complex nature of the modern financial environment, wealth planning consultants seek to help clients navigate the system by recommending strategies for income optimization, tax management, and investments.
Calamita Wealth Management provides a range of retirement wealth management and divorce planning consulting services for a niche customer base. The consultancy provides wealth management guidance in the areas of retirement income, investment management, social security, risk mitigation, and insurance optimization.
The Charlotte divorce planning service offers financial guidance to women going through divorce proceedings. This guidance is tailored to their specific circumstances and covers all financial decisions before, during, and after their divorce. The consultancy also collaborates with attorneys and other specialists to create a favorable plan for its clients.
Calamita Wealth Management is a financial planning consultancy based in Charlotte, North Carolina. The consultancy operates on a fee-only model with no commission charges or hidden fees. The firm also operates as a fiduciary planner, acting in the interests of clients who choose to avail of those services.
The consultants at Calamita Wealth Management are Financial Planner Professionals (CFP) certified by the CFP Board of Standards, which offers certificates based on extensive training, customer service delivery, and ethical integrity.
According to a spokesperson for the firm, “We work closely with our clients building comprehensive financial plans tailored uniquely to each clients’ personal needs and goals. Throughout the planning process, we create and utilize a written personal investment policy statement to guide the investment selection, strategy and allocation. Our goal is to help you meet your financial goals.”
Interested parties can find more information on Calamita Wealth Management’s retirement planning services at https://www.calamitawealth.com
Release ID: 89037302