These services are provided on a consulting basis and are free of charge to most clients.
ESTATE PLANNING
Estate planning is the process by which an individual or family prepares the transfer of assets in anticipation of death. A solid plan aims to preserve the maximum amount of wealth for the intended beneficiaries. At Carolina Wealth Management, we will work closely with our clients and their estate attorneys to assist in structuring, monitoring and updating your estate plan so it will your needs.
TAX PLANNNING
A key ingredient in your investment strategy is tax planning. Tax planning consists of minimizing your taxes and maximizing your profits. At Carolina Wealth Management, we will help assist you in developing a tax efficient investment portfolio that will benefit you as well as your beneficiaries in tax savings. We also assist our clients in working closely with accountants to help analyze wealth transfers, maximize deductions, and gifting of assets to charities or other beneficiaries.
EDUCATION PLANNING
Next to buying a home, the cost of college education is the largest expense most parents will ever spend. There are a number education plans to choose and most families are confused about the benefits of each plan. At Carolina Wealth Management, we will help our clients develop an education-funding plan that makes sense for your family.
RETIREMENT PLANNING
Carolina Wealth Management Retirement Plans build a clear path to your financial security. Establishing realistic outlines and investment recommendations for managing your financial priorities both now, and in the future. From IRA’s to complex trusts, Carolina Wealth Management can identify the suitable level of investment risk for the return you require.
If you are still working, we can secure programs to increase your income when you do retire.
If you are just about to retire, we can recommend investment solutions designed to help you expand your income throughout retirement.
If you have already retired, we can help secure the value of your assets, for you and for your family’s future.
Carolina Wealth Management.
Integrity. Professionalism. Independence