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The Hardy Financial Group, LLC

401 McCullough Drive., Suite 210
Charlotte, NC 28262

Phone:

704-272-2202

Fax:

888-341-4483

E-mail:

Calculators

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Contact Us

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Welcome to The Hardy Financial Group, LLC

The Hardy Financial Group, LLC is a financial services firm led by professionals that are focused on comprehensive financial planning, wealth management, retirement income strategies, estate planning, and corporate retirement plans. We work with our clients to help accomplish their goals. Our mission is to be an advisor to our clients to grow and protect their wealth.

Planning for the future can seem overwhelming and complicated. But working with a financial professional whether you're close to retirement or just starting out can help.

It all starts with a conversation to get to know you and learn more about your goals:

Where are you today?

We'll learn more about your current financial situation.

Where do you want to be tomorrow?

Then we'll discuss ways to meet your goals.

How can you get there?

Next we put together a customized financial strategy based on your life and your needs.

Ready to get started?

You tell us how you'd like to move forward. And we'll help you kick-start your plan.

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Determine whether you should consider refinancing your mortgage.

This calculator can help you estimate your annual federal income tax liability.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

How much do you need to save each year to meet your long-term financial goals?

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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