NC Generations Planning
@generationsplanning.com
Independent, fiduciary financial planning in Concord, NC. Integrated investment, tax, and estate planning for families, retirees, and business owners.
NC Generations Planning's Company Logos
NC Generations Planning's Brand Colors
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#060606
Cod Gray
6, 6, 6
0, 0, 2
0, 0, 0, 98
#EDE6DC
Pearl Bush
237, 230, 220
35, 32, 90
0, 3, 7, 7
About NC Generations Planning
Generations Planning is an independent financial planning firm based in Concord, North Carolina, serving families, retirees, working professionals, and small business owners. As a fiduciary financial advisor, the firm focuses on understanding each client’s priorities, concerns, and vision for the future, then coordinating financial strategies to support those goals. Its services include comprehensive financial planning and investment management, with investment options and strategies tailored to individual needs.
Generations Planning also offers tax preparation and planning, helping clients consider tax efficiency across investments, real estate transactions, and retirement distributions. Legacy and estate planning help clients shape how their wealth may support loved ones and causes that matter to them. The firm describes its approach as integrating investment, tax, and legacy considerations so clients can make informed decisions about the resources they have built.
Generations Planning works with selected partners in areas related to tax preparation and planning. Its office is located at 57 Union Street South, Suite 125, in Concord
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Finance
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