Take the next step toward your Ideal Retirement

Carolina Retirement Planners works with friends and neighbors throughout New Hanover County and the surrounding area to help them work toward their financial goals through the use of insurance and investment products.


Download OUR Guide To Understanding the Recent Tax Reform Law

Find out how investors and businesses will be impacted by the new tax legislation.

Take the first step in planning for your financial future.

Register for an upcoming course.

Get started on your path to financial success. Attend a live event. Meet the Carolina Retirement Planners team and discover strategies and resources to help you begin planning for your financial future.

Next Event:

  • Mon

    Retirement Planning in Today's Economy | March 25 & April 1

    06:30 pm - 9:30 pmUNCW, Center for Innovation and Entrepreneurship | 803-G South College Road Wilmington, NC 28403

    For individuals and couples between the ages of 50 and 75. Join us at the BCC campus.

    Local-area Baby-Boomers: if you are heading for retirement or have already retired, you’re invited to attend this informative class held at UNCW, Center for Innovation and Entrepreneurship. With longer life spans, sweeping regulation changes in taxes and Social Security, rising health care costs, and a swift-changing market, planning for retirement has changed drastically.

    If you’re ready to re-think your retirement, we’d love for you to join us when we’ll present Retirement Planning in TODAY’S Economy. There is no registration fee if you sign up here, plus we’ll include a comprehensive, 185-page hardbound workbook. Seating is limited. We can help you build your own plan towards reaching your retirement goals.

    Please note that this is a two-day course and we strongly encourage registrants to attend both sessions.

    Guests are encouraged to arrive an hour early to get to know your speaker and enjoy some light refreshments.



Why is retirement different?

At Carolina Retirement Planners, nearly all our clients are in or nearing retirement. As we approach retirement, we are entering a distinctly different “phase” of our financial life.


Two ways to find out ...

1. The simplest and easiest is to call us at 910-815-3100 and schedule a 25-minute phone call with David to talk about your situation.

You don’t even have to leave home!

2. Or set up a time when we can meet face to face in our offices.

David Shucavage has been published or interviewed by various magazines and financial publications.

David writes articles for financial magazines and is often interviewed by various publications on retirement and financial topics. He also speaks frequently in the Wilmington, NC, area, where he shares his expertise and financial strategies for those in or nearing retirement.


These logos are property of their respective owners and not indication of endorsement from David Shucavage or Carolina Retirement Planners.