 From there, they'll begin customizing a plan to fit your needs and your budget, but more importantly, to help fit your goals in retirement. 704-946-7000. Again, 704-946-7000. And ask for the one-page retirement income plan from Joe Patru. You can always get more information when you visit belmont-capital.com. 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.