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 In May, the House of Representatives passed the Setting Every CommunityUp for Retirement Enhancement Act of 2019 (SECURE Act) with a remarkable bipartisan majority (417-3). One of the primary goals of the SECURE Act is to help current retirement plan owners maximize their savings efforts for long-term retirement income. Some of the features of...
Overview A college degree is widely considered the necessary foundation for an upwardly mobile career and ensuing lifestyle. But to pay the considerable tuition, dorm rental, meal plan and campus fees, students, parents, grandparents and even other relatives are applying for loans to help cover the full cost. Unfortunately, this has resulted in student loan...