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Kluttz Financial Partners

10801 Johnston Rd Ste 216
Charlotte, NC 28226

Phone:

704-544-3100

Fax:

704-544-3131

E-mail:

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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Evan Kluttz CFP® 

Welcome to the Kluttz Financial Partners website, where we hope you'll stay up-to-date on our latest firm news, as well as changes in the financial markets. 

Here at Kluttz Financial Partners, we are committed to bringing you the best and most flexible advisory services offered. We have partnered with Harbour Investments to bring you the best technology and resources the industry has to offer. Though the use of relevant technology is a priority, the relationships we establish and maintain with our clients is what we value above all else.

With more than 30 years of experience in the securities industry, we have faced many diferent economic environments and conditions. We prepare financial plans accordingly. Just as each client and each business is unique, so is our approach to investment management and financial planning. We seek first to build relationships with our clients, then build financial plans to fit each client's individual situation.

We hope this website serves as a useful tool in getting to know us better. We also hope it helps you develop a better understanding of your individual financial goals and needs.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Describes how Roth accounts can generate tax-free retirement income.

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Shows how transfer-on-death designations help avoid probate costs.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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This calculator can help you estimate your annual federal income tax liability.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck