Dream Assets LLC

Castle Financial Planning is a reputable financial services firm based in Matthews, NC. Specializing in comprehensive financial planning, the company offers personalized strategies to help clients achieve their long-term financial goals. With a focus on wealth management and retirement planning, Castle Financial Planning provides expert guidance and support to individuals and families seeking to secure their financial future. Generated from their business information

NEXT Financial is part of the Atria Wealth Solutions family, a network that emphasizes collaboration and innovation within the financial services sector. The firm operates as a registered broker-dealer and investment adviser, providing a range of investment products and services through its various subsidiary firms. Specializing in serving independent financial professionals, NEXT Financial supports advisors with resources that enhance their ability to deliver tailored financial solutions. As a member of FINRA and SIPC, the firm upholds industry standards while prioritizing the interests of clients and industry partners alike. Generated from the website

Shifley & Associates, based in Waxhaw, NC, has been planning for the future since 1987, offering comprehensive financial services to help clients achieve their financial success. With a team of experts and access to a national network of professionals, they provide personalized solutions for estate planning, investment management, and personal financial planning. Accepting new clients on a referral-basis only, Shifley & Associates is committed to delivering exceptional service and expertise to help clients navigate the complexities of today's financial world. As a registered principal and investment advisor representative, Shifley & Associates is affiliated with Cambridge Investment Research, Inc., a reputable broker-dealer, and Cambridge Investment Research Advisors, Inc., a registered investment advisor. Licensed in multiple states, they offer their services to clients across the country, providing guidance on estate taxes, cash flow analysis, inflation impact, and IRA eligibility. With a focus on client satisfaction and a commitment to staying informed about the latest financial trends, Shifley & Associates is dedicated to helping individuals and families plan for a prosperous future.Generated from the website