Services

Health Insurance
Life Insurance
Personal Insurance
Investments
Retirement Insurance Planning
Retirement Plans
Life Insurance Policy
Retirement Strategy

Accreditations

Phone unverified
Mail unverified

Hours

We are open 24x7

Contact Name

Venkat

Business Address

1583 Duckhorn St NW, Concord, NC, United States, 28027 Get Directions

Area Served

Concord, NC

About Megan Financial LLC

We're a group of financial planners with various backgrounds of expertise. We're here to help all of our clients and their unique needs related to their retirement and financial help. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients. Here at Megan Financial we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too. You can easily decide if your future includes traveling all across the world, or if it's just simply retiring somewhere where the weather is perfect all year round. But, having those goals in mind now can help you achieve the financial security you'll need when it's time. Megan Financial has well over 30 years of financial-planning experience between it's planners. We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget. We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.

Services available

Services5
- Annuities
  
  An annuity is an insurance product that pays out income, and can be used as part of a retirement strategy. Annuities are a popular choice for investors who want to receive a steady income stream in retirement.
  Request
- Investments
  
  Here at Megan Financial we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.
  Request
- Life Insurance
  
  A life insurance policy is a contract with an insurance company. In exchange for premium payments, the insurance company provides a lump-sum payment, known as a death benefit, to beneficiaries upon the insured's death. Life Insurance means peace, security and support for your loved ones when you are not around to take care of them. It ensures financial security to people who mean the world to you. A good Life Insurance policy gives you and your family an extensive coverage and protective shield against the worst uncertainties life can offer. Good financial planning means empowering yourself with a Life Insurance policy that also doubles up as a tax saving instrument and a cash resource.
  Request
- Long Term Care
  
  Long-term care insurance (LTC or LTCI), an insurance product sold in the United States, United Kingdom and Canada, helps provide for the cost of long-term care beyond a predetermined period. Long-term care insurance covers care generally not covered by health insurance, Medicare, or Medicaid.
  Request
- Retirement Plans
  
  In the simplest sense, retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects include such lifestyle choices as how to spend time in retirement, where to live, when to completely quit working, etc.
  Request