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The Life Voyage Navigator.
We help you navigate choices, challenges, and decisions, moving together toward your most important objectives and ideals. Our team of degreed and credentialed professionals simplifies complex financial ideas and creates an optimistic framework for making positive progress toward your goals while at the same time minimizing the obstacles toward their achievement.
OUR MISSION
Lasting financial
independence.
Our mission is to lead you to a lifetime of financial independence for yourself and your family, allowing you to enjoy life and enabling you to impact others along the way.
OUR MISSION
Lasting financial
independence.
Our mission is to lead you to a lifetime of financial independence for yourself and your family, allowing you to enjoy life and enabling you to impact others along the way.
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RECENT NEWS
Corporate America Cleared a High Bar This Earnings Season | Weekly Market Commentary | November 24, 2025
A strong beat rate and another quarter of double-digit earnings growth proved corporate America’s resilience, bolstered by mega cap technology’s artificial intelligence (AI) investment. Here we recap third quarter earnings season, when more stayed the same than changed. Hat tip to profit margins.
Early Keys to 2026 | Weekly Market Commentary | November 17, 2025
As 2025 nears its final 100 calendar days, market focus is already beginning to turn forward and attempt to reconcile what market drivers could remain in place, and what could change in the first year of the new half-decade. While not an exhaustive list, here’s some of our early keys to 2026.
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Financial planning and advisory services offered through IFG Advisory, a registered investment advisor. Securities offered through LPL Financial, member FINRA / SIPC
Carolina Planning Consultants, Integrated Financial Group and IFG Advisory are separate entities from LPL Financial. The LPL registered representatives of Carolina Planning Consultants may only discuss securities or transact business with persons who are residents of CT, FL, GA, IN, ME, NC, NJ, NY, OH, OR, SC, VA, VT. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.
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