A Full-Service Wealth Management Firm in North Carolina
The only constant in this world is change. From the markets and economy to your personal finances and goals, you likely experience fluctuations on a daily basis. At Rutledge Financial Partners, LLC, we believe everyone needs a comprehensive financial strategy that is flexible enough to adjust regularly and strong enough to withstand those changes. Our goal is to create such strategies for our clients.
We work with a diverse range of people, from sports and entertainment figures to business owners to high net worth families. Whether you are just starting to build your wealth or are concerned with preserving what you’ve worked hard to accumulate, we aim to work closely with you to develop customized investment strategies that address your entire financial picture, risk tolerance, and goals.
Based outside of Charlotte in Matthews, North Carolina, we work with clients locally in Union County and Mecklenburg County, as well as in multiple other states. Contact us today to learn more about how we may be able to help you through the many stages of your life.
Is a Variable Annuity Right for Me?
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Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Understanding how a stock works is key to understanding your investments.
Retirees traveling abroad need to know that their health insurance travels with them.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Second marriages are a trigger event to revisit any existing estate strategies.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Making the most of surprises is a great reason to work with us.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here are five facts about Social Security that might surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.