We believe in relationships over transactions, kingdom impact over commissions, and protecting what matters most—before the unexpected happens.
Meet James Farrell, CFLA
For over 25 years, I've had the privilege of serving families and local business owners in the Lake Norman area.
I've seen what happens when people wait too long to protect what they've built. I've also seen the peace of mind that comes when they take action before the crisis hits.
My approach is simple: listen first, educate always, and never disappear when the presentation ends.
I'm here to answer your questions, provide clarity, and help you make decisions with confidence—not fear.
My Commitment:
Kingdom-centered values
Honest, jargon-free conversations
Lifelong support (I don't disappear)
Meet Lissette Portalanza
Client Experience & Operations Assistant
Lissette is the steady presence behind the scenes at FX3, helping ensure every client interaction feels organized, responsive, and personal. She supports day-to-day operations, coordinates communication, and keeps details moving so the team can stay focused on delivering thoughtful financial guidance.
With a natural strength in organization and client care, Lissette believes that clarity creates confidence. Whether she’s preparing documents, scheduling meetings, or answering questions, she approaches her work with professionalism, warmth, and precision.
Lissette is passionate about creating smooth systems and supportive experiences—because when the details are handled well, clients can focus on what matters most.
What Sets Us Apart
Vision
We envision a financially resilient community where families sleep soundly, knowing their futures are protected by values-aligned strategies that honor both their wealth and their faith.
Mission
Designing tax-favored life and retirement plans that minimize market risk, maximize after-tax retirement income, and build generational wealth for Lake Norman families who seek peace of mind.
Values
Stewardship Over Accumulation
Trust Through Transparency
Relationships Over Transactions
Excellence With Integrity
Faith in Action
