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Wealth Wise of the Carolinas

Specializes in providing wealth management advice to individuals and small business owners in the area. With more than 30 years in financial services, our innovation and experience combine to provide you high quality advice in financial planning and the management of personal financial issues.

  • An advanced and unique method of determining the successful dependence on your retirement income.
  • An expertise in current Social Security Planning so the choices you may one day make will be the right ones.

And… with a wide range of life and health Insurance experience, we can find the best way to manage any potential risks you might face beyond your control.

Everyone, no matter what their wealth or income might be, should measure their planning or, even lack of planning, to our tools if only as a frame of reference or, more importantly, to discover financial issues you might not be even aware of. We certainly hope that we can be of some assistance for you to achieve either more control of these issues or better yet …financial independence... especially in retirement.

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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

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Determine your potential long-term care needs and how long your current assets might last.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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There are some key concepts to understand when investing for retirement

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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When should you take your Social Security benefit?

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