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

jkirwan@carolinafinancialpartners.com

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Carolina Financial Partners & Associates, LLC

Carolina Financial Partners & Associates, LLC

President

704-845-1058 jkirwan@carolinafinancialpartners.com

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Office: 704-845-1058

Mobile: 980-425-0798

Fax: 980-339-3770

250 N. Trade St. #301

PO Box 1156

Matthews, NC 28105

jkirwan@carolinafinancialpartners.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

IMPORTANT CONSUMER INFORMATION:

This communication is strictly intended for individuals residing in the states listed below. No offers may be made or accepted from any resident outside the specific state(s) referenced.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.

We are registered to sell Securities in the following states:

Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Montana, North Carolina, New York, Ohio, South Carolina, Texas, Tennessee, Virginia, West Virginia.

Insurance-related services may not be provided to individuals residing in any states other than North Carolina, Ohio and South Carolina.

John R. Kirwan is an Investment Advisory Representative Offering Securities & Advisory Services through United Planners Financial Services of America, a Limited Partnership Member FINRA/SIPC. Dennis P. Lynch is a Registered Assistant. Carolina Financial Partners and United Planners are not affiliated.