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.
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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
Portfolio Compass | September 19, 2019
We favor large caps as the business cycle ages, though recent small cap strength suggests large cap leadership may have been stretched…
The Curious Case of Negative Yields | Weekly Market Commentary | September 16, 2019
There’s a growing pile of negative-yielding debt around the world amid extraordinary monetary policy initiatives…
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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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