About Us

 
 

About Us

We’d like to join you on your financial journey.

At Carolina Planning Consultants, 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 unique planning method – The Life Voyage NavigatorTM Process – is utilized in plotting a detailed course with the goal that our life voyage is as smooth as possible.

Let’s craft a plan that will be your vessel.

Throughout our lifetime, whether an individual, family or business, we are faced with navigating financial challenges. Where you are now, where you want to go, the time you need to get there, and the changing conditions you’ll face all combine to determine the specifications of the vessel – the carefully crafted plan – that will carry you.

The Ship Builder’s ProcessTM

With the detailed charts unrolled in front of us, we are ready to begin crafting the customized vessel that will carry you and your family. Your ongoing inspection and input will lead to adjustments of your financial plan as we tailor your craft even more closely to your unique needs in order to work towards your destination successfully.

The LaunchTM

Construction of your custom-built ship, your financial plan, is complete, down to the finest detail. With your financial course carefully planned you begin your course to your ultimate destination waiting across an unpredictable expanse with the advisors at Carolina Planning Consultants serving as your guide every step of the way.

The Mariner’s ReportTM

Your financial plan has been initiated! As you move into open water, storms will come and go as will calm waters and smooth sailing. But you are at ease, confident that the design and craftsmanship of your financial plan will stand up to any challenge. There will be checks and evaluations of the initial plan’s performance and adjustments made to keep you on course continuing to accelerate toward your destination.

The Compass AdvantageTM

Even when visibility is reduced to zero, your compass continues to guide you in the right direction. Likewise, regular communication concerning economic conditions and evolving strategies help to keep you on course to seek your goals.

The Ports of Call InspectionTM

Stops along the way to your destination allow for a check-up of the ship and any adjustments to maximize its performance. Throughout your voyage, Ports of Call inspections will allow you and your Carolina Planning Consultants guide to pause and “inspect” every element of your plan. Is everything still on course? Or have circumstances made an adjustment advisable?

Meet our team of
degreed and credentialed
professionals.

See our comprehensive
planning and investment
management
services.

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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WE 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.

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