Stalwart Financial Planning is a Registered Investment Adviser offering advisory services in the state of NC and other jurisdictions where exempted. We provide objective financial advice and services that save you both time and money. Our goal is broader: We advise you on meeting your overall financial goals through sound financial planning, and we do so in a conflict-free environment. We offer full-service portfolio management, investment advice for the do-it-yourselfers to those desiring a comprehensive approach. Our services include Cash Management, Insurance Analysis, and Educational Funding. We take a genuine interest in the financial future of our clients, and our Hourly, Fee-Only model allows for the delivery of robust advice to our clients at an affordable price.
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