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:

  • Wed

    Smart Women, Smart Retirement

    5:30pm - 8pmCity Club of Wilmington

    Wednesday, April 24th 5:30pm - 8pm
    Carolina Retirement Planners are proud to be among the exclusive group of independent financial advisors throughout the country authorized to host the new Smart Women, Smart Retirement™ seminar created by New York Times Bestselling Author David Bach! This seminar is designed to give you the tools you need to take control of your finances and live the life you want and deserve in retirement.
    City Club of Wilmington
    23 S. 2nd Street
    Wilmington, NC 28401
    5:30pm – Cocktails & hors d’oeuvres
    6:00pm – Seminar
    7:00pm - Dinner
    Want to learn how you can finish rich in today’s retirement landscape? Discover how our ‘Three Basket Approach’ to retirement can help women create a retirement they can be confident in. Learn the good and bad news about retirement that every woman needs to know. Discover how YOU can be prepared for life’s "What If’s" so you can retire confidently. Learn about ‘The Values LadderTM’ and why it’s critical for a smart retirement.
    Guests are encouraged to arrive 5-10 minutes early to get settled in before cocktails and hors d’oeuvres are served.
    Register Now! Space is limited!
    Call 910.815.3100 or email info@CarolinaRP.com to register

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.