Carolinas Wealth Management Group, Inc.
Our Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Business Planning
Key Man
Deferred Compensation
Business Continuation
Succession Planning
Group Health, Life, Disability
Executive Bonus
Salary Continuation
Retirement Planning - Qualified
Retirement Planning - Non Qualified
Property Risk Management
Personal
Estate Planning
College Planning
Wealth Accumulation
Retirement Income Strategies
Special Needs Planning
Charitable Planning
Mortgage Planning
Home Owners
Auto
Tax Qualified Plan Funding For:
SEP's
IRA's
KEOGH's
SIMPLE Plans
401(k)
Pension
Profit Sharing