John M. Palko, CFP®

FINANCIAL PLANNING | INVESTING

Advisor Compensation

Decades ago, just about all financial services professionals were paid in the same way. They received sales or trading commissions linked to investment transactions.

Financial Planning

I believe that the planning process should be an engaging conversation, not just a formality. A fully-customized plan is designed to help you achieve your personal financial goals.

Investment Strategy

I offer Investment Strategies, ranging from Conservative to Aggressive. I believe that Value beats Growth over time, and that Smaller cap sized companies beat Large cap sized companies over time as well. While this has not been the case over the last several years, longer term has proven otherwise.

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About John M. Palko, CFP®

Thank you for considering NCSC PLANNING to help you with your financial planning and investment management needs. To provide you with a better idea of my history and experience, here is some relevant information about me:

Over 20 years of experience
Obtained CERTIFIED FINANCIAL PLANNER™ certification in 2005
B.S. in Business Administration with a concentration in Finance from the University of North Carolina

Office located at 352 East Charles Street, Matthews, NC 28105

704-946-5290 Office 919-441-6311 Cell 980-217-0010 Fax jpalko@capital-invest.com

Welcome to NCSC Planning's scheduling page. Please choose the type of meeting you would like schedule:

Introductory Phone Call

A 30 minute conversation to discuss your particular circumstances and to learn more about the firm and to see if NCSC Planning would be a good fit

Introductory Meeting

This is a free one hour, in person introductory meeting to learn more about your needs and to see how I can help you

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