Get Your Free Retirement Assessment

Contact us today to schedule your 15-minute call and ask about your complimentary retirement and tax assessment.

Why:

To help you evaluate the value of our services and make an informed decision about whether to hire our firm

What:

A free retirement and tax assessment. We will show you how to improve your retirement success and potentially reduce your tax bill before you pay us a single dollar.

Who:

Diligent savers who have accumulated investment and retirement assets of $500,000 or more, excluding real estate

Your Retirement P.A.T.H. is Coming into View

  • P

    Purpose and Possibility

  • A

    Analysis and Assessment

  • T

    Tailored Transition

  • H

    Holistic Wealth Management

Learn More

Think About It

We are looking for long-term client relationships, not a quick transaction. It’s important that you take as much time as you need to make a decision.

To help you make an informed decision, answer these questions:

Do I know, like and trust the Carolina Retirement Planners team?

Does their investment approach make sense?

Will their plan help me pursue my best retirement?

We will follow up within a few days to determine how you would like to move forward.

We know we’re not the right fit for everybody. If you decide we aren’t the retirement planners for you, we will not take it personally. There is never a hard-sell or pressure to say yes.

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