Pursue Your Best Retirement

Your dreams are unique. Shouldn’t your financial strategy be uniquely tailored to help you chase them?

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A Strategic Way to Steer Toward Your Dreams

At Carolina Retirement Planners, we developed a four-step process to help you proactively address essential planning areas so that you can navigate the future with confidence and follow the P.A.T.H. to Your Best Retirement.

Through discussion and discovery, we’ll help you pave your own way.

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MISSION STATEMENT

Our Purpose is to
HELP YOU ACHIEVE YOUR BEST RETIREMENT

By creating personalized plans and life-long relationships built on trust, education and community

VISION STATEMENT

We work towards success by
REPLACING THE CHAOS OF RETIREMENT PLANNING WITH THE CONFIDENCE TO ENJOY IT

VALUES STATEMENT

For Our Work-


PROMPT COMMUNICATION:

Speed breeds trust

ACCURACY:

Provide accurate paperwork, information and timing

BEST INTEREST:

Do what is best for the client

VALUES STATEMENT

For Each Other-


RESPECT:

We will listen, value and be attentive to each other

COOPERATION:

We will work together to accomplish our goals

EMPATHY:

We will understand that we are all just human

How do I know if I’m a good fit?

We Should Visit if You Are …

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    Over 50 and retired or want to know you one day will be able to retire comfortably and confidently

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    A diligent saver who has accumulated investment and retirement assets of $500,000 or more (excluding real estate)

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    Interested in things you can control, like potentially lowering your tax bill, investing confidently and creating a retirement income stream

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    Looking to delegate all retirement planning and investment management to professionals who take time to know you, so they can devote their knowledge and energy to the things that matter most to you

Book Your 15-Minute Consultation

Free Education

Learning In Retirement

We can predict your future?

When it comes to planning your future, there’s a broad spectrum of possible outcomes that can help determine how comfortable your retirement is. Learn how things like taxes, your health, and various other risks could affect your financial future.

3 Stages of Retirement

Wealth management isn’t just about making sure you have enough money to get by. At Carolina Retirement Planners, we work with you to create an income plan to help ensure you can enjoy every stage of retirement to the very fullest.

Retirement Navigator

The best time to start planning your retirement is now. Whether that’s by helping you make savvy investments, creating income plans, or tracking your progress, we’re here to help you navigate the process and optimize your financial future.

Take the Challenge!

Can you check all 34 boxes with confidence?

Download our Retirement Checklist Challenge today.

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