top of page

Kluttz Financial Partners

10801 Johnston Rd Ste 216
Charlotte, NC 28226

Phone:

704-544-3100

Fax:

704-544-3131

E-mail:

Videos

We have interesting videos for you to watch on my site.

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

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.

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Open enrollment is your chance to make every benefit count.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

This calculator can help you determine whether you should consider converting to a Roth IRA.

How much life insurance would you need to produce a sufficient income stream for your family?

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

How much will it cost to pay off a loan over its lifetime?

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