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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
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.
Get a complimentary opinion today when you complete the Free Portfolio Risk Analysis.
Stay up-to-date with things that could influence your financial picture.
- Market Research
- Up to Date News and Information
- Investment Ideas and Strategies
- Key Trends
RECENT NEWS
Earnings Season Takeaways | Weekly Market Commentary | May 20, 2019
It appears an earnings recession has been averted and better earnings days lie ahead, though trade uncertainty is a huge wild card.
read morePortfolio Compass | May 16, 2019
We expect a transition to large cap market leadership and away from small cap stocks in 2019 as the economic cycle ages.
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.
Copyright 2019. All Rights Reserved.