JareMarc Advisors is a fee-based financial planning practice, founded by Claudie Johnson, CFP® located in Charlotte, NC.
Claudie is a dynamic trusted Advisor who possesses proven Leadership ability, his extraordinary combination of interpersonal skills, technical knowledge, and years in the field results in superb client relationships. He is a Financial Advisor for individuals, families, and business owners.
Claudie has been working in the financial industry for 27 years, most of it in wealth management. During his years in wealth management, Claudie learned the importance of understanding his client's needs in addition to effectively allocating limited resources to help them meet their goals. He sees JareMarc Advisors as an opportunity to make a more direct and visible impact on people’s lives.
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!
We work with our clients based on their specific needs. JareMarc Advisors will schedule a free consultation to assess clients' needs and scope of work required. A fee will be determined after the initial consultation. Flexible payment options are available for all clients.
Working professionals find our services particularly beneficial because we are able to help you start to evaluate your assets while you're still young and time is on your side! Our goal is to strategically position you to enjoy your future and live the life you've always imagined.
Absolutely! Planning for retirement can be a daunting task. The expert advisors at Jaremarc will review clients assets and determine the best plan of action.
Your first consultation is complimentary. It’s an opportunity for us to learn about you and your financial life goals and for us to determine how best to help you achieve financial success.
Claudie Johnson is a member of the Financial Planning Association™ (FPA), a membership organization for the financial planning community. FPA is the largest association of professionals dedicated to supporting the financial planning process. FPA believes that everyone needs professional, objective advice to make smart financial decisions.