Located in Historic Wilmington, NC Our Office Feels Like Home Because it Used to be One
Carolina Retirement Planners is located in an elegant historic building in downtown Wilmington. Originally constructed in the 1920s as a personal residence, the building has served as ‘home’ for our offices for over 10 years. Our clients often tell us they find this environment to be more welcoming and relaxing than the customary office building. Take the virtual tour below to see inside!
When our guests and clients visit they are welcomed by our warm staff, a cup of tea or coffee and of course, a friendly nod from our company Mascot, Dogma.
Carolina Retirement Planners
620 Market Street
Wilmington, NC 28401
Overview A diversified investment portfolio is generally composed of stocks, bonds and cash instruments. The percentage of how much money to invest in each of these asset classes is referred to as an asset allocation strategy. Strategies are often defined to meet an investor’s goals and tolerance for risk, such as conservative, moderate or aggressive…
Overview We tend to get caught up in the day-to-day issues related to jobs, family and home projects. We plan vacations, we plan weddings, we make plans for the weekend. If we spent more than a fraction of that time on financial planning and management, we’d probably all end up in a better place. This…