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250 N. Trade St. #301 Matthews, NC 28105

704-845-1058
jkirwan@carolinafinancialpartners.com
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Providing Guidance in Building Wealth & Retirement Income For Conservative Investors

Providing Guidance in Building Wealth & Retirement Income For Conservative Investors

Providing Guidance in Building Wealth & Retirement Income For Conservative Investors

Providing Guidance in Building Wealth & Retirement Income For Conservative Investors

Who We Are

We create strategies that are tailored to your needs and goals.

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What We Do

Years of experience have prepared us to guide you through your life transitions.

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Why We Do It

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Providing Guidance in Building Wealth & Retirement Income For Conservative Investors

Helpful Links

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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"An investment in knowledge pays the best interest." –Benjamin Franklin

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."
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