Questions? Call the delightful Anna at
704-366-5776 ext. 289

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If you have a financial advisor, or are thinking about engaging one, you need to be asking the hard questions and keep asking them.

  • Ask about compensation.
  • Ask about companies the advisor is aligned with.
  • Ask why you should entrust your hard-earned wealth to them.

No topic should be off-limits.

Ryan PoterackFor more than 25 years, Ryan Poterack, founder and CEO of PCA, has specialized in guiding his clients to the retirements they envision. You don’t get there by evading the tough questions. In fact, to build the trust necessary for a successful relationship, advisors need the courage to ask some tough questions of their own.Ryan Poterack has the courage to ask very thoughtful questions and the humility to listen intently which creates a relationship dedicated to achieving your retirement goals.

Schedule your no obligation chat with Ryan.

You can profit immediately and assist our preparation by sharing some information and submitting the form below. Ryan has a $150 debit card to enjoy a fine dining experience at either The Palm Restaurant in Charlotte or The Pump House in Rock Hill, South Carolina.