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.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The Business Cycle
How will you weather the ups and downs of the business cycle?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
$1 million in a diversified portfolio could help finance part of your retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
A bucket plan can help you be better prepared for a comfortable retirement.
A special needs trust helps care for a special needs child when you’re gone.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
You’ve made investments your whole life. Work with us to help make the most of them.