A ship in a harbor is safe, but that is not what ships are built for.
ABOUT US
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
Sustainable Investing Year In Review | Weekly Market Commentary | February 22, 2021
LPL Research reviews the increasing popularity of sustainable investing and how it can be a solid addition to any investor portfolio.
The Search for Income | Weekly Market Commentary | February 16, 2021
LPL Research considers some unique income ideas for diversifying investor portfolios & potentially reducing interest rate risk.
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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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