A ship in a harbor is safe, but that is not what ships are built for.
A ship in a harbor is safe, but that is not what ships are built for.
ABOUT US
A team of degreed and credentialed professionals.
We provide direction to our clients by simplifying complex financial ideas and creating an optimistic framework for making positive progress toward their goals. At the same time, we help to minimize the obstacles toward the achievement of those goals. Our clients are folks who care about their futures and their families, and who will allow us to guide them in productive financial behaviors.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
OUR MISSION
Lasting financial
independence.
We assist our clients in creating and protecting lasting financial independence for themselves and their families that allows them to achieve enjoyment throughout their lives as well as enables them to help others along the way.
Things that could influence your financial picture the most.
- Market Research
- Up to Date News and Information
- Investment Ideas and Strategies
- Key Trends
RECENT NEWS
Update on Growth and Value Stocks | Weekly Market Commentary | September 18, 2017
Growth has been on a roll. Based on the Russell 3000 style indexes, growth’s 18% year-to-date gain is 14% ahead of value’s 4% advance.
read moreStrong European Earnings Are Keeping Europe Cheap | Weekly Market Commentary | September 11, 2017
Ultimately, earnings drive stock prices, but the market is always trying to look forward; having strong earnings is not enough if the growth is fully priced in.
read moreWE ARE PROUD MEMBERS OF
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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