Veritas Retirement Solutions

Alloy Wealth was founded by Mark Henry. Mark and his team are committed to helping people who are planning to retire in the next decade or so, as well as those who have already retired. We are committed to helping you create a comprehensive financial strategy to achieve your goals.

Whether it's investment management, retirement planning or financial planning, Alloy Wealth is the wealth management firm in Charlotte helping pre-retirees and retirees achieve a more successful retirement.We help you define your financial goals, better understand financial terms and strategies, and navigate through complex decisions surrounding retirement.

The insurance services offered by Alloy Wealth Management to pre-retirees and retirees in Charlotte, North Carolina, are broad and encompassing. They are also individualized to each client based on your objectives, your family's needs and your timeline to retirement. We provide holistic planning, a written plan which takes into account all of the "what-ifs" of life, like taxation, longevity, inflation and health insurance care.

Charlotte is the largest city in the state of North Carolina, with a fast-growing population of almost 850,000. Charlotte has a humid subtropical climate. It is considered one of the top three banking centers in the United States because it's home to the corporate headquarters of Bank of America and east coast headquarters of Wells Fargo.

At Alloy Wealth Management, we believe in supporting our community and the world around us. Whether through our time or donations, our team is committed to making a difference. Susan G. Komen is well known for the pink ribbons that have swept the nation. The Komen Foundation has two main goals - to save the lives of those affected by breast cancer, and to end breast cancer forever.

Gone are the traditional foundations of retirement income-most people don't have pensions, Social Security is in question. We are facing a slew of challenges previous generations never had to worry about: longevity, increased market volatility, long-term care.

A tweet from across the country can affect the value of your portfolio, and because you are relying on this portfolio to provide a retirement income, that causes a lot of stress about how to spend this money.Nowhere on your 401(k) statement does it tell you how much money you can take out this year, or how to adjust for inflation, or how much you can live on for the rest of your life.