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Carolina Capital Consulting is a financial planning firm headquartered in Charlotte, North Carolina. We provide fee-only financial planning services and investment advice. We avoid potential conflicts of interest by working solely for you. We receive no compensation from third parties such as mutual fund or insurance companies, and we do not sell any financial products.
While we work with people of all ages from all walks of life, we specialize in work with physicians and others in the medical field. Additionally, we offer specialized services for physicians and executives associated with Carolinas HealthCare System. You can engage us on either a one-time basis or as needed, and you can expect to receive personal attention. Whether you are building assets for the future, or seeking to protect, enjoy, and pass on those you already have, Carolina Capital Consulting is ready to help with sound, professional advice.
Your financial objectives may include:
- Creating and preserving personal wealth
- Establishing charitable legacies
- Increasing your peace of mind
- Maximizing wealth transfer
- Minimizing the risk of financial catastrophe
- Protection against inflation
- Providing for a child's education
- Reducing tax burdens
- Securing retirement income
Our services to help you reach your goals include:
- A second opinion on current financial planning and investments
- Advice on employee stock options
- Analysis of insurance needs
- Asset and investment management
- Cash-flow expense planning
- College funding strategies
- Estate planning
- Long-range and life-style planning
- Lump-sum distribution advice
- Retirement planning strategies
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