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Investments

When it comes to investing, our philosophy is simple:

 

Plan first, invest second.

 

Your goals should shape your investment decisions, not the other way around. Knowing where you are going is the key to designing an intelligent investment portfolio to help get you there – one that doesn't take unnecessary risks that keep you awake at night.

 

Inglefield Retirement Solutions works with you to create, monitor, and rebalance your investment portfolio so that you are confidently on the path toward reaching your goals.

“Good plans shape

good descisions.”

How to find us…
We are conveniently located in 
South Charlotte 
in the Carmel 
Park complex. Click for easy driving directions
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11111 Carmel Commons Blvd., Suite 460, Charlotte, NC 28226

Phone: 704-900-5779  |  Fax: 704-900-7525  | Toll Free: 855-407-3175

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

 

The LPL Financial registered representative associated with this site may only discuss and/or transact securities

Business with residents of the following states: CA, CT, FL, GA, MI, MO, NC, OK, PA, SC, WI.