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Tom G. Pemberton, CFP®, CFA

Pemberton Financial Planning

426 Medearis Dr
Charlotte, NC 28211
Phone: (704) 756-0048

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Mutual Funds
  • Insurance
  • Job Loss
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Starting a Family
  • Sudden Wealth
  • Medical & Health Issues
  • Personal Taxes

 

How Planner Charges

Considerations: I do not sell any products or manage assets. Fees are an hourly rate for evaluation & advice.

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