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
The Super Rich (those with a net worth of $500 million or more) who have family offices typically engage a sizable lineup of professional advisors to help them create and implement financial plans. To help ensure those plans are both state-of-the-art as well as in line with their needs and wants, many of them regularly “stress test” these plans.
Here’s why you should join them in that effort—even if you’re not nearly as wealthy.
Asking “What if?”
Stress testing financial plans can be a very smart way to help make certain that the plan will deliver as promised. The fact is financial plans that might look great on paper all too often prove to be much less impactful once they are implemented. It is not uncommon for there to be unintended consequences that can even derail one’s agenda.