The Problems We Help Solve

Life moves quickly. One day you’re a carefree child, and the next you’re an adult with a career, a home, and people who depend on you. Our job is to help ensure your transition into the retirement stage of your life is an easy one.

One of the most common questions our clients ask us, “Will I run out of money?” And that's a valid question. After all, when you were working and had a regular paycheck, it was easy to plan for your expenses. In retirement, however, people often have to combine money from savings with income from other sources, like social security and pensions, in order to meet their financial needs.

We help our clients plan for this by creating an income plan that establishes exactly how much they can spend and when they can spend it. But income plans aren’t just about the money that’s coming in and going out. We also help our clients make decisions on investments, integrate their tax efficient strategy into the process, and plan for long term care. No matter what life has thrown at you, Carolina Retirement Planners is here to help you create the retirement strategy that’s right for you.

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.

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