About Carolina Retirement Planners
Carolina Retirement Planners is a financial services firm dedicated to providing comprehensive retirement planning solutions to individuals and families in Southeastern North Carolina. The company's founder, a former engineering and consulting professional, brings a unique and more skeptical perspective to the industry, driven by a personal passion for financial literacy and a desire to make a meaningful impact on people's lives. The firm's team of knowledgeable and friendly professionals, led by David S., are praised for their ability to educate clients on complex retirement planning concepts, put their minds at ease, and offer personalized guidance. Clients appreciate the firm's proactive approach, which includes regular check-ins, educational events, and the facilitation of connections with trusted legal professionals. Carolina Retirement Planners is committed to helping clients achieve their retirement goals, whether it's retiring sooner than expected or gaining a fresh perspective on their financial plans. With a focus on true, accurate, and up-to-date retirement education, the firm has earned a reputation for excellence in the local community.
I had no clue on how or what to expect for my retirement. With the help of David S. at Carolina Retirement, I will be able to retire soon than I though was possible. The staff were so friendly and put my mind at ease. I highly recommend Carolina Retirement Planners.
David at Carolina Retirement Planners provided a perspective on my retirement plan that I had never thought of before. He went above and beyond by helping me find a trustworthy attorney to assist with setting up a Trust. David is truly a financial genius with a caring soul. I love Carolina Retirement Planners! I highly recommend them!
We had our annual review with David, he discussed options for us to consider on optional investments, including one that wasn't available on the last review.
David and his staff are extremely friendly and helpful. Carolina Retirement Planners treats their clients right. They keep in touch with you more that once a year and occasionally provide fun activities and education on investments.