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  2. About Us
  3. Our Services

Our Services

At Carolina Capital Management, we provide expert assistance in the following areas:

 

Investments

  • Investment Strategies
  • Mutual Funds
  • Tax-Qualified Retirement Solutions
  • Wealth Accumulation Strategies
  • Estate Planning Services
  • Sales of Investment Products such as Stocks, Mutual Funds, UITs, Exchange Traded Funds and 529 Plans
  • Separately Managed Accounts with outside asset managers

 

Benefits Consulting

  • Group, Medical, Dental & Vision Insurance
  • Group Life, AD&D & Disability Income Insurance
  • Retirement Plans
  • Supplemental & Voluntary Benefits
  • Executive Bonus Plans

 

Insurance Services

  • Life Insurance
  • Disability Income Insurance
  • Key Person Insurance

 

 

Managers

  • High Net-Worth Program
  • Fee-Based Products
  • Asset Allocation Models
  • Income Products such as Bonds and CDs
  • All Types of Brokerage Accounts, including individual, Joint, Trust, Corporate, IRA, ROTH IRA and SOLO 401(k)
  • Retirement Distribution Strategies

 

Reviews

  • Charitable Gifting Trusts
  • Investment Portfolio Reviews
  • Irrevocable Life Insurance Trusts
  • Living Trusts
  • Living Wills
  • Insurance Portfolio Reviews

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

 

Financial & Retirement Services

  • Retirement Funding Strategies
  • Education Funding Strategies
  • Investment Products
  • Deferred Compensation
  • Buy/Sell Agreement funding
  • Annuities
  • Pension and 401(k) Transfers or Rollovers
  • Retirement Funding
  • Business Succession Strategies
  • Estate Conservation Strategies
  • Financial Planning - Fee
  • Estate Distribution Strategies
  • Account Aggregation & Monitoring

 

 

About Us

  • Our Company
  • Our Team
  • Our Services

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260 W Coleman Blvd, Suite C
Mount Pleasant, South Carolina
29464 United States

  •  Tel: 843-414-1162
  •  Fax: 843-414-1166
  •  lbishop@ccmsc.net

Carolina Capital Management is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
Certain individuals associated with Carolina Capital Management are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Carolina Capital Management are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3045493 DOFU 05/2020


Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. NO. 3280513 DOFU 10.2020

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