About Us


About Us

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.

Our Commitment To You

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Principled Guidance

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (704) 786-4857.

Our Focus

We are a team of degreed and credentialed professionals dedicated to assisting our clients in achieving their financial goals. With more than 30 years of combined experience in client-centered activities, we provide clear direction for our clients with strategies designed to build wealth, reduce risk, protect against loss and benefit others in meaningful ways. Our clients are business owners, corporate executives and professionals who appreciate personalized attention, communication and service relating to investment management and financial planning.

Our Method

As a fully independent firm, we are able to provide objective financial advice while making the best choices for our clients tailored to their individual situations and desires. Additionally, our unique process, The Life Voyage Navigator™ Process, allows us to provide specialized advice for every dimension of our clients’ financial lives. Our holistic, team oriented approach results in:

  • Tailored strategies and solutions from experienced professionals that are integrated across all aspects of your financial life;
  • 100% objective discretionary asset management;
  • A customized website for you and your family that may be accessed by your other trusted advisors, including attorneys and CPAs

Speak to An Advisor

Our investment advisors would be happy to answer any questions you have about your financial situation. Get answers to your most pressing questions.

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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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