For more than 30 years, Carolina Financial Services Group has helped people in the Greenville and eastern North Carolina areas plan for a retirement that attains goals while working to protect assets and minimize taxes and other expenses associated with retirement.
Carolina Financial and president Michael Owens have committed to keeping up with the latest technology to assist with retirement planning, staying on the cutting edge of finding and providing tailored financial services on a client-by-client basis even as regulations and economic conditions are continually shifting.
A Financial Advisor and Licensed Insurance Agent since 1992, Michael helps individuals make the transition from work life to retirement life. As you get closer to retirement, you will have to make some of the most important financial decisions of your life. Most of these do not get a do-over.
Michael’s goal is to help get the most out of your retirement assets. This includes finding reliable sources of income, long-term care benefits, and determining an appropriate risk tolerance for your assets.
Everything begins with a solid plan. Carolina Financial Services uses advanced financial tools that will help you understand your retirement income so you will know where the gaps are. Identifying risks you could face in retirement and planning accordingly is a great way to help provide financial confidence.
Michael’s process will help you:
• Know how much money you will need to withdraw from retirement accounts
• Decide when to collect your Social Security benefits
• Choose your Medicare benefits plan
• Plan and budget for long-term care expenses
• Reduce or remove as much risk off your retirement table as possible
• Know what to do with your 401(k) and IRA accounts before and after you retire
Office: (252) 215-9095
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