Our Services


Our Services

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

Services For Individuals

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*

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

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 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.

  • This field is for validation purposes and should be left unchanged.


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.