Jeremy Bryant

We specialize in holistic financial planning. We start with a budget on your current lifestyle and build a personalized plan around expected pensions and optimized Social Security Election planning. We utilize tax forecasting to manage tax liabilities.

Senior Financial Consultant & Financial Educator at Legacy First Financial Group LLC in Charlotte, NC

About

Contact
(704) 245-6367
Click for fax number
(877) 459-2217
Address
8514 McAlpine Park Dr. Suite 280 Charlotte in Charlotte, NC 28211
Info
Languages: English
Year started: 2011

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Kathleen

Answered by Dan Crimmins
Financial Adviser in Woodcliff Lake, NJ
Kathleen - It is great that you are saving for your retirement. The difference between a Roth IRA and a traditional IRA is when the tax is due. When you contributed...
Investing & Retiring Retirement Taxes IRA
Q&A
Asked by Michael

Answered by Gordon Kushnick
Insurance Agent in Seattle, WA
Please note that in each state there are different plans available so the information I'm about to provide should only be used as a general answer to your question. ...
Health Insurance Insurance Other Insurance
Q&A
Asked by beverlycrousept

Answered by Jeremy Bryant
Senior Financial Consultant & Financial Educator in Charlotte, NC
The answer to you question is no. Being a borrower of any kind is not going to effect your eligibility for disability. Social Security Disability is dependent upon ea...
Social Security Financial Planning Investing & Retiring
3
See more of Jeremy Bryant's answers

Specialties

  • Annuities
  • Health
  • Life
  • Long-term care
  • Other

Servicing

Credentials

Licenses

Series 6
Series 63
Series 66
Series 7

Associations

American Financial Education Alliance

Background

Experience

Investment & Insurance Advisor
Vice President
Executive Vice President / COO / Personal Financial Coach / Charlotte Chapter President / Instructor
Investment Advisor Representative

Education

Saint Anselm College

Disclosure

Investment advisory services offered through Regal Investment Advisors, an SEC Registered Investment Advisor. Legacy First Financial Group and Regal Investment Advisors are independent entities. Hyperlinks on this webpage may point to websites not affiliated with Regal Investment Advisors or Legacy First Financial Group. These links are provided as a convenience only. Regal Investment Advisors and Legacy First Financial Group disclaim any responsibility for the accuracy of the information on those other websites.