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.