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.


Will a Recession Rob Your Retirement

Find out how a recession can impact your retirement

Take the first step in planning for your financial future.

Register for an upcoming event.

Get started on your path to financial success. With COVID-19, our live group events have been put on hold. You can still meet the Carolina Retirement Planners team and discover strategies and resources to help you begin planning for your financial future during one of our live webinars!


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 15-minute phone call with David to talk about your situation.

You don’t even have to leave home!


2. Or set up a time for a Zoom meeting where we can meet virtually, face to face.

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

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