In The News

Mark Henry has been asked to make frequent guest appearances on QC Life, WBTV, and Retirement News Online. He co-hosts Living Large Television, which airs every Sunday on WJZY FOX. You can also listen to Mark Henry on the radio every week as the host of Living Large Radio on WBT News Talk 1110AM / 99.3 FM as well as WORD 106.3 FM.

The mission of Living Large Productions is to highlight the importance of a comprehensive financial plan and to equip you with the tools and knowledge that you need to successfully navigate through today’s volatile financial markets. Each week Mark discusses the latest financial news while sharing some commonsense strategies that help take the guesswork out of maximizing your retirement savings. Mark stresses the importance of working with an independent financial advisor when it comes to retirement planning and investment management. Alloy Wealth Management seeks to work with individuals, couples, families, and business owners in and around Charlotte, NC as well as Greenville, SC.

WBTV: Tips to Protect Against Forced Retirement

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When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.

The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.

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Alloy Wealth Management

Charlotte, NC

Contact Information

North Carolina

13840 Ballantyne Corporate Place
Suite 115
Charlotte, NC 28277

South Carolina

631 Augusta St
Greenville, SC 29601

Mon-Fri: 9:00 AM – 5:00 PM

Toll-Free: (800) 689-3935

Fax: (877) 496-9797

erica@alloywealth.com

Charlotte, NC

Greenville, SC

Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC – DBA Alloy Investment Management is a state registered investment adviser in North Carolina and South Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.