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Contact Us

8318 Pineville Mathews Rd.
Ste. 280-E
Charlotte, NC 28226
  • Phone:
    704-405-9940
  • Fax:
    704-405-9946
  • E-mail address: sfrattini@parksouthgroup.com
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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Newsletters

  • Six Steps to Starting a New Business

    Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.

  • HOT TOPIC: Is the Yield Curve Signaling a Recession?

    An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.

  • How Funding an HSA Could Help Strengthen Your Retirement Strategy

    Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.

  • Inflation Protection for Investment Dollars

    Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.

More Newsletters »

Calculators

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Loan Payoff

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

  • Cash Flow Analysis

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

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators »
Transcript

Contact Us

8318 Pineville Mathews Rd.
Ste. 280-E
Charlotte, NC 28226
  • Phone:
    704-405-9940
  • Fax:
    704-405-9946
  • E-mail address: sfrattini@parksouthgroup.com

*Representatives offer products and services using the following business names: Park South Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Park South Group or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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