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Benefit Partners, Inc.


102 Hidden Pastures Drive, Suite 206
Cramerton, North Carolina 28032
(704) 867-3628
charles@benefitpartnersonline.com

Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Understanding Today’s Financial Environment

Welcome, I’m Charles Lineberger, a CERTIFIED FINANCIAL PLANNER (R) professional in Cramerton, North Carolina. 

Small to midsized businesses ask for our help when they are concerned about the cost and performance of their 401(k) plan, or their employee benefits costs are out of control, or the owners realize they haven’t planned out what would happen with the business when they retire, die or are unable to work anymore.

 

Individuals rely on us to help them plan for a comfortable retirement, or manage their investments, or improving the probability of meeting their financial goals.

We have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 704-867-3628.

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Making the most of surprises is a great reason to work with us.

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Here is a quick history of the Federal Reserve and an overview of what it does.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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