Carolina Planning Consultants works with you to plan for today and tomorrow, navigating through life’s transitions.
Services For Individuals
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
Business Succession Review
Estate Planning Strategy
Financial Communication & Education
Mortgage Finance Consulting
Major Purchase Consulting
Survivor Income Planning
Annuity Product Review
Asset Allocation Review
Tax Loss Harvesting
Retirement Income Projections
Retirement Plan Review
Benefit Maximization Analysis
Disability Review & Analysis
Health Review & Analysis
Life Review & Analysis
Long Term Care Review & Analysis
Business Specific Services
Employee benefit plan consultation
Retirement plan comparison and review
Business succession planning
At Carolina Planning Consultants, 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 those goals.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
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.
WE ARE PROUD MEMBERS OF
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.