C. "Doc" Faulkner, CFP®

President/CEO at Financial Freedom Group

Huntersville, North Carolina

Quick Answer

C. "Doc" Faulkner, CFP®, President/CEO, is a licensed independent financial professional at Financial Freedom Group in Huntersville, North Carolina with 40+ years of experience. Specializing in Tax-Free Retirement, Safe Money Strategies, Insurance. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact C. "Doc" Faulkner, CFP® in Huntersville, North Carolina

Phone: 704-258-1746

Email: [email protected]

Website: https://www.themoneydoc.net/

Areas of Expertise in Huntersville, North Carolina

Tax-Free RetirementSafe Money StrategiesInsuranceInvestmentsRetirement PlanningAnnuitiesFixed AnnuitiesCollege Savings PlanningIndexed AnnuitiesRetirement Income PlanningLife InsuranceSocial Security Planning

About C. "Doc" Faulkner, CFP® — Huntersville, North Carolina

Licensed Independent Financial Professional · 40+ Years Experience · SafeMoney Certified™

C.B. "Doc" Faulkner entered the financial services industry in 1980 and was a top producer with The Equitable Life Assurance Society of the United States and in 1986 he became a producer with Mutual of Omaha (Health Insurance Division) and United of Omaha (Life Insurance Division). Mr. Faulkner ranked Number 14 with the company his first year as a Life Insurance Producer with United of Omaha with over 1.3 Million dollars of Life Insurance production and was among the top leading producers in Disability Income Insurance for many years with Mutual of Omaha Health Insurance Company. Mr. Faulkner earned the prestigious designation of CFP (Certified Financial Planner) in 1988 and completed Life Underwriters Training in Disability Income 1989. In 1990 He pursued and achieved his Series 7 General Securities License as a Licensed Stockbroker and worked for many years with various securities firms in St. Louis and was a Financial Planner with Waddell and Reed for several years. "Doc" Faulkner i...

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Frequently Asked Questions About C. "Doc" Faulkner, CFP® & Financial Advisors in Huntersville, North Carolina

What services does C. "Doc" Faulkner, CFP® offer?

C. "Doc" Faulkner, CFP® at Financial Freedom Group offers Tax-Free Retirement, Safe Money Strategies, Insurance in Huntersville, North Carolina. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is C. "Doc" Faulkner, CFP® SafeMoney Certified?

Yes, C. "Doc" Faulkner, CFP® is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.