Meet David and Sam

About Carolina Retirement Planners Meet David and Sam

We are dedicated to helping you plan for your best retirement. David Shucavage and Sam Shucavage, a father-daughter duo, work together with the Carolina Retirement Planners team in a holistic fashion to bring all aspects of your retirement into one cohesive plan. We're passionate about helping individuals and families, just like you, having the best retirement possible.

Carolina Retirement Planners

Quote If you take care of people, profits will take care of themselves. Quote

Quote Challenge the status quo and think differently. Quote

Quote Family comes first. Our team is our family, and our clients are family. Quote

Quote Always do the right thing. Period! Quote

Quote To be the LAST Financial Advisor you ever have! Quote

Carolina Retirement Planners

Helping you pursue your retirement goals with our 5-Part S.M.A.R.T. Retirement Navigator

1 Income Planning

2 Investment Planning

3 Tax-Efficient Strategies

4 Healthcare Planning

5 Legacy Planning

Insurance products are offered through the insurance business Carolina Estate Planners. Carolina Retirement Planners is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Carolina Estate Planners are not subject to Investment Advisor requirements. AEWM is not affiliated with Carolina Estate Planners.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Carolina Retirement Planners is not affiliated with or endorsed by the U.S. Government or any governmental agency.

We can predict your future?

When it comes to planning your future, there’s a broad spectrum of possible outcomes that can determine how comfortable your retirement is. Learn how things like taxes, your health, and various other risks can affect your financial future.

Go Go - Slow Go - Won't Go

Wealth management isn’t just about making sure you have enough money to get by. At Carolina Retirement Planners, we work with you to create an income plan that will ensure you can enjoy every stage of retirement to the very fullest.

Retirement Navigator

The best time to start planning your retirement is now. Whether that’s by helping you make savvy investments, creating income plans, or tracking your progress, we’re here to help you navigate the process and optimize your financial future.

3 Hypothetical Case Studies in Retirement Planning

Carolina Retirement Planners Recent Client

Recent Widow
Beth (Age 75)

After more than 50 years of marriage, Beth’s husband recently passed away, leaving her with a junk drawer full of statements, an outdated will — and no understanding of her financial situation.

Carolina Retirement Planners Recent Client

Retired Couple Relocates
Bill (Age 66) and Susan (Age 65)

A Midwestern couple retires to the warmth of North Carolina, sparking many questions about tax and retirement laws, plus a lingering debate about their children’s inheritance.

Carolina Retirement Planners Recent Client

Early Retirement
Rick (Age 62) and Debra (Age 59)

A hardworking couple gets an unexpected early-buyout offer. Should they accept it? Have they saved enough to even consider retiring early?

These case studies are hypothetical examples provided for illustrative purposes only; they do not represent a real life scenario, and should not be construed as advice designed to meet the particular needs of an individuals situation.

Not Quite Ready?

You can sign up for our email list to receive information on upcoming events and notices of changes in laws and taxes as they affect your retirement. You can also do it the old fashion way and pick up the phone to call us at (910) 815-3100 with any questions you might have.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

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