Financial Symphony

Carolina Retirement Resources, Inc. is a retirement planning firm located in Huntersville, North Carolina. As with most other things in life, the key to achieving your long-term financial objectives is planning. Our business has grown by nuturing and maintaining close, trusting  relationships with each of our clients. We understand how important it is for you to be able to trust your advisor. We understand the importance of having a trusted advisor, with a fiduciary responsibility, that is experienced, responsive and understands your expectations for integrity and transparency. That trusted advisor is Dr. Richard Pucciarelli.

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Emotions and Finances

Saturday, November 18th
Discussion about 401K's versus Roth IRS, and the tyoes of emotions that drive your investment decisions.