Our Approach

We are dedicated to guiding our clients through the uncertainties of retirement and their financial future. It is through our commitment to our client’s needs and financial goals that we have structured Carolina Retirement Solutions as an independent financial planning firm. Being independent is the foundation for us to serve as a fiduciary and gives us the ability to be objective in every recommendation. As we see the industry start to move towards the fiduciary standard of care, it reinforces our perspective that we have been and will continue conducting business the right way for our clients.

Our independence liberates us from directly affiliating with any investment or insurance company, allowing us to concentrate on being teachers, instead of salespeople.  There are no outside interests or incentives to deter us from maintaining our client’s best interest. We strive to emphasize transparency and enjoy educating our clients throughout our partnership. We love serving our local community and truly get satisfaction from helping our neighbors.

As an independent financial planning firm, we have selected Cambridge Investment Research, Inc. as our broker-dealer for advisory and brokerage relationships. They share our fiduciary commitment and provide us with the platform to serve our clients. Cambridge has a history of excellence in the industry and produces added value to our client relationships.  More information on our relationship with Cambridge can be found in our Form CRS and Form ADV.

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Carolina Retirement Solutions