Belmont Capital Advisors

We can't wait to see you at one of our upcoming complimentary workshops! 📅 We'll be discussing some retirement topics that you won't want to miss. Contact our office at (704) 825-1560 to register today! #FinancialAdvisor #Retirement #Taxes #Workshop #BelmontCapital #NorthCarolina

🎃Happy Halloween from Belmont Capital Advisors! As you carve pumpkins and enjoy spooky treats, remember to carve out a little time for your financial future too! Scared of hidden fees, tricky taxes, or haunted investment choices? Don’t let your finances be a mystery! Our team can help you navigate through the maze of options and keep your portfolio boo-tifully balanced. Visit our website for a quick scan of our services and see how Belmont Capital can turn your financial fears into future plans! Have a safe and prosperous Halloween! 🎃

New Podcast Episode 👉 JoePat Roop delves into the concept of tax loss harvesting, emphasizing its importance in reducing tax liabilities for investors. He discusses strategies for retirement planning, including the significance of having a well-structured portfolio that can withstand market fluctuations. Listen wherever you get your favorite podcasts! Connect about your one-page plan today at www.belmont-capital.com #retirementplanning #financialadvisor #podcast #newepisode #fyp

Is Generation X on track for a comfortable retirement?

Avoid these common retirement mistakes! Failing to diversify, withdrawing too soon, and underestimating healthcare costs are just a few. Let us help you plan wisely! #RetirementMistakes #PlanningAhead

New Podcast Episode 👉 In this engaging conversation, members of the legendary Lynyrd Skynyrd (Johnny Van Zant & Rickey Medlocke) sit down with JoePat Roop to discuss the evolution of their music careers, the importance of audience appreciation, and the memories created in their early days at the 'Hell House.' Listen wherever you get your favorite podcasts! Connect about your one-page plan today at www.belmont-capital.com #retirementplanning #financialadvisor #podcast #newepisode #fyp #northcarolina #conservative #taxes #markets #recession #income #taxes #retirementplan #annuities #LynyrdSkynrd

There's still time to register for one of our workshops this month! 📅 Contact our office at (704) 825-1560 to register today. #FinancialAdvisor #Retirement #Taxes #SocialSecurity #Workshop #BelmontCapital

JoePat discusses the common fears that can ruin your retirement on The Money Report! Click here to learn more about our financial services 👉 https://lnkd.in/eH3fc7UY #FinancialAdvisor #Retirement #FinancialNews #FinancialServices #BelmontCapital

New Podcast Episode 👉 The pressing concerns retirees and pre-retirees have regarding Social Security and annuities Listen wherever you get your favorite podcasts! Connect about your one-page plan today at www.belmont-capital.com #retirementplanning #financialadvisor #podcast #newepisode #fyp #northcarolina #conservative #taxes #markets #recession #income #taxes #retirementplan #annuities

There's still time to register for one of our workshops this month! 📅 Contact our office at (704) 825-1560 to register today. #FinancialAdvisor #Retirement #Taxes #SocialSecurity #Workshop #BelmontCapital