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Mark Antonich, CFP®,CRPC®

Antonich & Associates

8832 Blakeney Professional Drive
Suite 302
Charlotte, NC 28277
Phone: (704) 944-2080

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Insurance
  • Job Loss
  • Retirement
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

Considerations: Comprehensive fee based financial planning.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.