Carolina Financial Services Group
Why pick this one
Carolina Financial Services Group focuses on pre-retirees and retirees with lifetime-income, portfolio-management, Social Security, and tax-free-retirement services.
Best for
- Pre-retirees planning retirement income
- Retirees seeking lifetime-income strategies
- Clients needing Social Security planning
- Clients seeking portfolio management
- Clients exploring tax-free retirement strategies
Specialties
- lifetime income planning
- Maps for Life
- portfolio management
- Social Security planning
- tax-free retirement planning
- retirement strategy sessions
What makes them different
- Works with pre-retirees and retired clients
- Designs plans intended to provide guaranteed income for life
- Emphasizes retirement risk management
- Offers six named services, including Lifetime Income and Tax-Free Retirement
- Provides a downloadable retirement lifestyle expense worksheet
Distilled from this business's own website.
Contact & Location
- Address
- 905B Conference Dr, Greenville, NC 27858
- Phone
- 2522159095
- Website
- http://www.cfsgroupnc.com/
- mowens@cfsgroup-nc.com
Services
- retirement planning
- income planning
- portfolio management
- Social Security planning
- tax planning