Carolina Financial Partners & Associates, LLC

CONNECT

Address:

452-A Matthews-Mint Hill Rd
Matthews, NC 28105

Phone:

704-845-1058,Toll Free: 1-800-439-0188 ,Mobile: 704-771-3747

Fax/Other:

980-339-3770

What our Financial Advisors Do

Gold Level Services:

  • Highly Pesonalized Service
  • Indentify investment objectives and risk tolerance 
  • Riskalyze(R) Model Program
  • Develop financial plan using MoneyGuide Pro (R) program
  • Develop customized Client Investment Policy Statement
  • Develop formal investment plan designed for your specific needs and objectives
  • Independent and Objective review of products and services in the marketplace
  • Review and analysis of existing investments and life insurance.
  • Review of your tax return-Accountant referral if needed
  • Ongoing monitoring of specific financial planning goals
  • Quarterly update and education meetings
  • Advice and analysis of all aspects of your financial life including major purchases,retirement plans, college plans, estate plans, life insurance needs and any other investment programs.
  • Consulting and evaluation of risk management
  • Close monitoring and control over investment costs
  • Active management of taxes in non-qualified account
  • Portfolio rebalancing to manage risk
  • Comprehensive account aggregation for your family's entire financial life
  • Communicate changes in global capital markets and any significant events
  • Use of new technology to deliver efficient experience 
  • Fees aligned with comprehensive wealth management-no transactions
  • Financial Wellness-responsible for managing all aspecdts of your investments
  • Timely response to any questions or concerns regarding investments or financial matters

Silver Level Services:

  • Personalized service
  • Riskalyze Model Program (R)
  • Develop Client Investment Policy Statement
  • Develop investment plan to your specific needs and objectives
  • Independent and Objective reveiw of prodcuts and services in marketplace
  • Review and analysis of existing investments-semi annual review
  • Active Management of taxes in any non-qaulified account
  • Systematic portfolio rebalancing to manage risk
  • Account aggregation for family's entire financial portfolio
  • Communicate with changes in global capital markets and any significant event
  • Ongoing evalaluation of results and performance
  • Timely response to any questions or concerns you have regarding investment porfolio's or financial matters

Bronze Level Services:

  • Indentify investment objectives and risk tolerance
  • Riskalyze Model Program (R)
  • On going monitoring of specific goals and objectives
  • Independent and Objective review of products and services in the marketplace
  • Access to Robo-Advisor or low cost ETF/mutual fund model investing based in risk tolerance
  • Access to financial advisor review annually.

 

Fee Pricing for Gold, Silver and Bronze Level Services are available upon request.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck