 Joe Pat will customize a plan or look at your current plan to see if any adjustments need to be made, all at no cost or obligation to you. Call 704-946-7000. That's 704-946-7000. Investment advisory services offered through Fusion Capital Management and SEC registered investment advisor. Insurance and annuities offered through Belmont Capital Advisors, Inc. NC license 100047399. This talk 1110993 WBT, a century of Charlotte's news.