Our Services
At Carolina Capital Management, we provide expert assistance in the following areas:
Investments
- Investment Strategies
- Mutual Funds
- Tax-Qualified Retirement Planning
- 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
