Our Services

 

Our Services

Carolina Planning Consultants works with you to plan for today and tomorrow, navigating through life’s transitions.

We spend the time necessary to plot your current financial position and understand your goals before creating the unique financial plan to reach them. Then, we make the trip with you as your trusted guide from beginning to end. Utilizing our Life Voyage Navigator Process™, we help facilitate positive progress toward your goals.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Financial Planning

  • Budget Analysis
  • Business Succession Review
  • Business Strategies
  • Charitable Planning
  • Education Planning
  • Estate Planning Strategy
  • Financial Communication & Education
  • Mortgage Finance Consulting
  • Major Purchase Consulting
  • Survivor Income Planning
  • Trust Planning

Investment Planning

  • Annuity Product Review
  • Asset Allocation Review
  • Investment Management
  • Portfolio Analysis
  • Portfolio Diversification
  • Risk Assessment
  • Tax Loss Harvesting

Personal Services

  • Values based financial planning
  • Fee-based asset management
  • Retirement income planning
  • College expense analysis and planning
  • Life and disability insurance planning
  • Portfolio analysis and review
  • *Trust services

Retirement Planning

  • Retirement Income Projections
  • Distribution Planning
  • Retirement Plan Review
  • Benefit Maximization Analysis

Insurance Planning

  • Disability Review & Analysis
  • Health Review & Analysis
  • Life Review & Analysis
  • Long Term Care Review & Analysis

Business Services

  • Employee benefit plan consultation
  • Retirement plan comparison and review
  • Business succession planning

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.

Copyright 2018. All Rights Reserved.