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
My wife Sandy and I sat huddled in the dark; the wind outside howled as if a freight train was going by. It was the fall of 1984, our first hurricane experience in Wilmington. Hurricane Diana raged outside for 2 days, it was the first major hurricane to hit the U.S. East Coast in nearly 20 years. Sandy and I made all the classic preparations: uselessly taping masking tape to all the windows and stocking up on water, batteries, bread, ice and—of course—beer. We had plenty of advance warning because, even 30+ years ago, there were satellites, radar, airplanes, weather buoys, and other means of assessing and informing us of a potential crisis.
As a parent and a financial advisor, it has always been important to instill the value of financial knowledge and to encourage other parents to teach their children to understand the fundamentals of good financial decision making.
Unfortunately, lessons in money management can fall by the wayside and by the time kids are starting to make their own money choices they do not have the tools to avoid costly mistakes.