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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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Newsletters

  • Life Insurance Living Benefits

    In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.

  • HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

    Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.

  • Working While Receiving Social Security Benefits

    Do you understand how working in retirement can affect your Social Security benefits? Read this article to find out.

  • Uncle Sam Wants to Know About Your Gig Income

    Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.

More Newsletters »

Calculators

  • Cost of Retirement

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

  • 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.

  • Tax-Deferred Savings

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

More Calculators »

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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