Questions? Call (704) 584-9363 Get Your Roadmap



Lake Norman & Charlotte, – NC Complimentary Retirement Resource

Your Retirement
Deserves a Plan
Built Around You.

Download the Retirement Roadmap — a practical guide to help you get clarity on where you stand and what’s possible for your retirement.

Built on 29 years of retirement planning experience
Client-focused approach — guidance built around your goals
Local advisor serving the Lake Norman & Charlotte area
No obligation — just a resource to help you think clearly

Complimentary Resource

What You’ll Receive

Six decisions your Roadmap helps you think through

A practical guide to help you get honest about where you stand — before making any decisions.

01

A Clear-Eyed Look at Where You Stand

A clear-eyed look at your current savings, income, and what the numbers mean for your timeline.

02

Your Retirement Income Gap

How to calculate the difference between what you’ll need and what you’re on track to have.

03

The Tax Trap to Watch For

Why tax-deferred accounts can create unexpected tax burdens — and how to plan around them.

04

Social Security Timing

The trade-offs of claiming early vs. waiting — and why the right answer is different for everyone.

05

Market Risk Right Before Retirement

Why the years just before and after retirement carry unique risks — and how to think about protecting what you’ve built.

06

Your Next Financial Conversation

How to use what you’ve learned to have a more productive conversation with a financial advisor.

29

Years Experience

Still here when
you need him.

Michael Black has spent nearly three decades helping people in the Lake Norman and Charlotte area navigate retirement — not with generic formulas, but with plans built around each person’s life, timeline, and goals.

As a financial advisor, Michael is committed to acting in your best interest. No hidden agendas. Just straightforward, personalized guidance.

29 years of retirement planning experience
Registered with Brighton Securities Corp., Member FINRA/SIPC/MSRB
Client-focused approach — your goals come first
Direct access — not a call center or national firm
Coordinated planning with your tax and legal professionals

Ready to see where you actually stand?

Download the Retirement Roadmap — no strings attached.

Get Your Roadmap

Connect with MB Wealth Advisors Today

Call: 704-584-9363

Main Menu

Home
About Us
Services
FINRA’s BrokerCheck
Newsletter Signup
Contact

Areas We Serve

Office



8936 Northpointe Executive Park Drive
Suites 240/260
Huntersville, NC 28078
View Map and Directions



mblack@mbwealthadvisors.com



(704) 584-9363

Branch Office of Brighton Securities Corp



1703 Monroe Avenue
Rochester, NY 14618
View Map and Directions



(585) 473-3590
Member FINRA/SIPC

Michael Black is a registered representative of Brighton Securities Corp., Member FINRA/SIPC/MSRB. The Retirement Roadmap is provided for informational and educational purposes only and does not constitute personalized investment, legal, or tax advice. Investment outcomes depend on market conditions, individual circumstances, and the decisions made along the way. Past performance is not indicative of future results. Please consult a qualified tax professional regarding your specific situation.

Your RetirementDeserves a PlanBuilt Around You.