704-618-0860





  • Financial Management                                                             (cash flow analysis/planning and budgeting)
  • Insurance Planning and risk management
  • Investment Planning (analysis/asset allocation)
  • Income Tax planning
  • Retirement Planning
  • Estate Planning
  • Stock Option Planning

A CFP® Professional

is Uniquely Qualified to 

bring all your finances together.


Our Commitment

At JareMarc Advisors, we treat our clients with courtesy and integrity. We guarantee realistic, honest financial advice that achieves results. We will lead you on a course to financial freedom. Our years of experience and notable expertise ensure that your financial future is in good hands.

Our consistent track record of uncompromising ethics instills confidence and trust. We use cutting edge technologies to ensure up to the minute information from the financial world. This allows us to respond quickly, and give you the most relevant information and perspective.

In order to provide the best service to our clients, JareMarc Advisors has a Team of Professionals, such as estate planning attorneys, advance planning strategist, and CPAs’.

We utilize best in class “goal based” financial planning software to provide comprehensive financial planning services.

We offer a flat fee for modular or comprehensive planning.  In addition our hourly fee approach gives our clients the flexibility to schedule a financial check-up or just get a second opinion.

We do not receive commissions from the sale of any insurance, investments, or any other products. This truly objective structure allows us to give high level, professional advice without any conflicts of interest.

JareMarc Advisors, L.L.C. is a fee-only financial planning firm that prides itself on unparalleled service and performance. We are committed to providing unbiased advice!  Our services are always tailored to your unique needs. We provide estate planning, asset allocation, cash flow analysis, retirement planning, insurance planning, education planning and stock option planning.  Our fee-only approach allows us to serve you without compromise. We do not work on a commission basis, nor do we benefit from recommending any particular course of action. Our reward is satisfied clients!


It's important to develop a solid financial plan and to cover all your bases.   From start to finish, as a CFP® professional I will take you through the financial planning process to help you achieve your financial goals. 


Our Mission:

To assist clients with developing realistic, comprehensive plans to meet financial goals by addressing financial weaknesses and building on financial strengths absent the pressure of selling products and solutions.

JareMarc Advisors, LLC is a fee-only financial planning firm that prides itself on unparalleled service and performance.  We are committed to providing unbiased advice.   Our services are always tailored to your unique needs. We provide estate planning, investment and portfolio management, cash flow, retirement planning, insurance planning, education planning and stock options.  Our fee-only approach allows us to serve you without compromise. We do not work on a commission basis, nor do we benefit from recommending any particular course of action.  Our reward is satisfied clients!

Welcome to JareMarc Advisors

Our Services

JareMarc Advisors

                                                    "We Simplify Financial Complexity"

 

Certified
Financial
Planner

LIUL DALA

GLOBAL CO.

TESTIMONIALS

Claudie Johnson, CFP®
Managing Director
Phone: 704-618-0860
Email:  info@ jaremarcadvisors.com