Carolina Retirement Planners
Financial Advising
Why pick this one
Carolina Retirement Planners uses a four-step P.A.T.H. process and offers personalized retirement plans plus a 34-item Retirement Checklist Challenge.
Best for
- Individuals seeking personalized retirement planning
- Prospective clients wanting a structured planning process
- People seeking retirement education through a 34-item checklist
- Clients who value ongoing financial planning relationships
Look elsewhere if
- People seeking services unrelated to financial or retirement planning
Specialties
- retirement planning
- personalized retirement strategies
- retirement checklist guidance
What makes them different
- Uses a four-step P.A.T.H. planning process
- Offers a Retirement Checklist Challenge covering 34 planning items
- Provides a bookable 15-minute introductory call
- Offers secure file upload and client login portals
- States that plans are personalized and relationships are intended to be lifelong
Distilled from this business's own website.
Contact & Location
- Address
- 620 Market St, Wilmington, NC 28401-4637
- Phone
- +19108153100
- Website
- http://www.carolinaretirementplanners.com/
- info@carolinarp.com
Services
- financial planning
- retirement planning
- personalized financial strategy development