James M. Matthews
⚡Helping busy professionals take the guesswork out of Retirement Planning 🎯 | 🎙️Host of The Intelligent Retirement Podcast 🧠| 💡Aspiring Retirement-Income Super-nerd🤓
- Role
- Director of Wealth Management at Consolidated Planning, Inc.
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About James M. Matthews
Most retirement planning stops at two states: wealth and income. It asks:\"Will…
Experience
Director of Wealth Management
Feb 2017 — Present · Charlotte, NC, US
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