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.


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


Lasting financial

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


Portfolio Compass | May 16, 2018

Our 2018 earnings forecast for S&P 500 Index companies is $152.50. Assuming a trailing 12-month price to-earnings (PE) ratio of 19–20, we believe the S&P 500 would be fairly valued in the range of 2950–3000 by year end 2018.

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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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