Inverstment Strategy
Inverstment Strategy
I offer Conservative to Aggressive Investment Strategies, favoring Value over Growth and Smaller cap companies over Large cap, proven effective in the long term.
Advisor Compensation
Advisor Compensation
Decades ago, just about all financial services professionals were paid in the same way. They received sales or trading commissions linked to investment transactions.
Financial Planning
Financial Planning
I believe that the planning process should be an engaging conversation, not just a formality. A fully-customized plan is designed to help you achieve your personal financial goals.
Thank you for considering NCSC Planning to help you with your financial planning and investment management needs. To provide you with a better idea of my history and experience, here is some relevant information about me:
Office located at 352 East Charles Street, Matthews, NC 28105
704-946-5290 Office | 919-441-6311 Cell | 980-217-0010 Fax | jpalko@capital-invest.com
A 30 minute conversation to discuss your particular circumstances and to learn more about the firm and to see if NCSC Planning would be a good fit.
This is a free one hour, in person introductory meeting to learn more about your needs and to see how I can help you.