Let’s talk strategy.
It’s time for you to get advice from someone who is 100% committed to doing the right thing for your situation. As an independent advisor, the Carolina Financial Services Group has only one boss – YOU, the client. We provide the advice and the solutions you need to make wise investment decisions.
We can usually do the MOST GOOD for people who are 45-75 years old with investable portfolios of at least $250,000.
We work hard to make sure we can accurately determine your asset allocation needs. Using tools that have been proven to help you, and us, clearly understand your risk tolerance, we can recommend and deploy the appropriate investment vehicles. Finally, we use a disciplined approach to investing to guide our clients on where and when to invest.
Creating and maintaining a retirement plan takes some time and commitment, but you can start down the road to your envisioned retirement and financial peace of mind – with us along the way to assist – by taking the first easy step of scheduling a strategy session.
If you decide it would be beneficial for you to have a second strategy session, we will show you the specific solutions we have handpicked to fund your plan. We will answer all your questions about designing and funding your plan. The goal is to make sure you are 100% confident in your retirement plan and know it’s on track for success.
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