Belmont Capital Advisors

We hope to see you at one of our last workshops of the year! ?? We'll be discussing some important retirement topics that you won't want to miss. Contact our office at (704) 825-1560 to register today! #FinancialAdvisor #Retirement #Taxes #Workshop #BelmontCapital #NorthCarolina

New Podcast Episode ?? JoePat Roop explores the importance of family adventures, the complexities of financial planning, and the impact of political changes on taxes and retirement strategies. Listen wherever you get your favorite podcasts! Connect about your one-page plan today at www.belmont-capital.com #retirementplanning #financialadvisor #podcast #newepisode #fyp #northcarolina #conservative #taxes #markets #recession #income #taxes #retirementplan #annuities #EndofYear

Let us know your answer in the comments! Visit belmont-capital.com to learn more about our retirement planning services. #FinancialAdvisor #Retirement #BelmontCapital

We can't wait to see you at one of our upcoming complimentary workshops! ?? We'll be discussing the impact taxes could have on your retirement. You won't want to miss it! Contact our office at (704) 825-1560 to register today! #FinancialAdvisor #Retirement #Taxes #Workshop #BelmontCapital #NorthCarolina

New Podcast Episode ?? Essential financial planning strategies as the year comes to a close, emphasizing the importance of tax loss harvesting, Roth conversions, and proactive planning to manage taxes effectively in retirement. Listen wherever you get your favorite podcasts! Connect about your one-page plan today at www.belmont-capital.com #retirementplanning #financialadvisor #podcast #newepisode #fyp #northcarolina #conservative #taxes #markets #recession #income #taxes #retirementplan #annuities #EndofYear

?? Retirement Tip: Review Your Plan Annually Life changes, and your retirement plan should too. Schedule an annual review to make sure your strategy still aligns with your goals and future plans. Stay on track for a secure retirement! #FinancialAdvisor #RetirementPlanning #FinancialGoals #AnnualReview #FinancialWellness #BelmontCapital

There's still time to register for one of our workshops next week! ?? Contact our office at (704) 825-1560 to register today. #FinancialAdvisor #Retirement #Taxes #SocialSecurity #Workshop #BelmontCapital

New Podcast Episode ?? The financial implications of long-term care, the necessity of early planning, and the various options available to families Listen wherever you get your favorite podcasts! Connect about your one-page plan today at www.belmont-capital.com #retirementplanning #financialadvisor #podcast #newepisode #fyp #northcarolina #conservative #taxes #markets #recession #income #taxes #retirementplan #annuities #LTC

Today is Election Day! ??? As you head to the polls, remember that no matter the outcome, we're here to help you navigate your financial future with confidence and clarity. Elections may bring change, but our commitment to supporting your financial goals remains steady. Make your voice heard today, and let’s keep working together toward your financial goals! #ElectionDay #FinancialPlanning #YourFutureMatters #FinancialAdvisor #Retirement #BelmontCapital #NorthCarolina #Vote

We can't wait to see you at one of our upcoming complimentary workshops! ?? We'll be discussing some retirement topics that you won't want to miss. Contact our office at (704) 825-1560 to register today! #FinancialAdvisor #Retirement #Taxes #Workshop #BelmontCapital #NorthCarolina