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Concord, NC
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Protect Your Future with Reliable Insurance Brokerage Services in Concord, NC, and Licensed in NC, SC, GA, TN & VA
At K&M Planning, we provide professional insurance brokerage services in Concord, NC, and are licensed in NC, SC, GA, TN & VA. We help families, individuals, and small businesses find clarity and confidence when choosing coverage. With over two decades of experience, we deliver dependable service from a trusted local insurance agency that puts your needs first.
Helping You Plan Today with Faith for Tomorrow
We believe insurance should be personal, not transactional. Our mission is to guide every client with honesty and care, making sure they understand every detail before deciding. As your local insurance advisor, we take time to listen, educate, and deliver reliable protection designed around your life and goals.
- Integrity: Honest service focused on education and transparency.
- Faith-Driven: Guided by principles that put people over profit.
- Experience: More than 25 years serving families and businesses.
- Personalized Guidance: Every plan is built around your needs.
- Local Focus: Proud to be one of the most trusted local insurance agencies in the region.
- Free Consultations: Get reliable advice with no obligation.
- Accepted Payments: We offer flexible payment options including Cash, Check, Credit Card, Venmo, and Cash App.
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Talk with a Licensed Insurance Advisor
Reliable Insurance and Planning Services Tailored to You
K&M Planning provides a full range of insurance services to help you make informed, confident decisions. Whether you are protecting your family, securing retirement income, or managing important documents, our services are designed for clarity and trust.
Our Services Include:
- Life Insurance: Choose from flexible coverage options that protect your loved ones.
- Annuities: Turn savings into stable income for your retirement years.
- Notary Services: Get documents verified quickly and accurately.
- Apostille Services: Certify documents for international use with professional assistance.
- Health Insurance: Find reliable plans for yourself or your small business.
Plan with Confidence Through Trusted Insurance Services
K&M Planning proudly serves Concord, NC, and is licensed in NC, SC, GA, TN & VA as one of the leading insurance companies. Our team provides transparent insurance brokerage services designed to help you protect what matters most. We combine faith, experience, and reliability to give every client lasting security.
Insurance and Planning Solutions for Every Stage of Life
Discover a full range of insurance and financial services including life insurance, annuities, health plans, and more. K&M Planning helps families and professionals protect their future with dependable guidance.
Life Insurance
Protect your loved ones with flexible life insurance options that secure your family’s financial future and offer long-term stability.
Annuities
Turn retirement savings into guaranteed lifetime income through fixed and indexed annuities that preserve your principal and provide lasting growth.
Notary Services
Simplify your document signing process with certified notary services available for personal, business, and legal documentation.
Apostille Services
Certify your important documents for international use quickly and accurately through professional apostille assistance.
Health Insurance
Find the right health coverage for yourself or your employees with personalized plans that keep you protected year-round.
Credit Card Processing
Get dependable credit card processing solutions designed for small businesses. Choose from flat rate or custom structures with systems that support many business types.
Service Areas
Proudly serving Concord, NC, and licensed in North Carolina, South Carolina, Georgia, Tennessee, and Virginia.
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Schedule Your Consultation
Fill out our form to book your free consultation today. Our advisors will help you compare plans, understand your coverage options, and make confident decisions about your insurance.