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.

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

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

Explores how investment strategy changes once retirement begins.

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

Explains how future tax rules may impact deductibility of charitable donations.

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

Reviews annual enrollment dates and options for Medicare participants.

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

Will you be able to afford nursing home care?

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

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

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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