Broker Check

Our Process...

A strong planning process is the best way to create a more financially secure plan. Our clients put their trust in Carolina Financial Partners because of our seasoned ability to examine and interpret the markets,then structure sound advice that helps them grow and limit their risk.

We work with our clients to develop a financial plan and savings discipline. This comprehensive strategy will help you achieve your financial goals and let you plan for the life events which concern you. We help our clients by focusing on tax efficient strategies and long term investing to fit thier individual plan.

Our clients look to us to grow their wealth. That's why we personally meet with you to present an analysis and discuss our recommendations. We still believe in devloping relationships;in picking up the phone and talking with our customers.

We also offer our cients Online tools such as Riskalyze™ and Moneyguide Pro™ to provide insight into their wealth buidling strategies and risk management.

We Have the Tools and Background to Provide the Services That May Fit Your Needs

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Learn More

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Learn More

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learn More

Find Your Perfect Fit

Name
Email
Phone
Question
Thank you!
Oops!