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

Our Investment Approach

Our advisors* develop investment plans in the "growth/income" area of the markets, including the "fixed- income" bond markets for our conservative investment clients.

Our goal is to develop a "total return" investment strategy that matchs up with our clients long term investment and financial planning goals. We are focused on long term "goal based" investing for our clients and not the latest market trend or hot sector investment themes.

We also focus on conservative income streams from tax-free municipal bonds, corporate bonds, US Treasury bonds, fixed annuities and FDIC insured CD's.

After first assessing our clients investment risk tolerance through the use of  our Riskalyze(R) program, and after determining the clients long term financial needs and goals, we customize the investment portfolio to match up with their Riskzlyze (R) profile number. Then we use our experience and investment approach to implement the investment strategy to match the clients risk model profile.

Our long term investment approach has been developed over the past 30+ years of experience in the financial service and investment industry. Our focus on 'total return" strategies using dividend paying stocks, income producing mutual funds, growth/income focused exchange traded funds (ETF's) along with income streams from municipal and corporate bonds, has provided a long term investment approach that helps our clients build weath and provide for income in their retirement years. 
 

*Advisors are Registered Representatives and Investment Advisor Representatives of United Planners

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