Retire Coastal Carolina
Financial Advising
Why pick this one
Retire Coastal Carolina provides CFP®-led retirement income planning in Wilmington, including customized time-segmented strategies for retirement spending goals.
Best for
- Pre-retirees converting 401(k), Social Security, savings, and investments into retirement income
- Retirees seeking a time-segmented income strategy tied to spending goals
- Clients planning around longevity, inflation, market volatility, taxes, insurance, or legacy goals
- People who want lifestyle goals incorporated into financial planning
- Wilmington residents seeking CFP® and CPRC-led retirement planning
Specialties
- retirement income strategy
- time-segmented retirement income planning
- Social Security planning
- retirement transition planning
- investment and retirement spending planning
Certifications
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- CERTIFIED PROFESSIONAL RETIREMENT COACH (CPRC)
- Financial Planning Association® membership
- Fiduciary advisor
What makes them different
- Greg Kutrow has worked in financial services since 1989
- Retirement funds are organized into customized time segments with separate investment objectives and time horizons
- Planning uses the Return On Life™ approach to center desired lifestyle goals
- Greg Kutrow states that he is product and solution agnostic
- Wilmington office located at 226 North Front Street
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 226 N Front St, Wilmington, NC 28401-3920
- Phone
- +19107560188
- Website
- https://www.retirecoastalcarolina.com/
- greg.kutrow@pensionmark.com
Services
- financial planning
- retirement planning
- investment planning
- retirement income planning
- wealth management