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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

Complimentary Financial Planning Check-Up

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

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Annuity Comparison

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.
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