Carolina Financial Services Group

Carolina Financial Services Group is a financial consultant in Greenville, NC. The firm operates as a Registered Investment Advisor, providing asset management and related services for clients nationally. It serves individuals in the Greenville and eastern North Carolina areas who are planning for retirement, with a focus on protecting assets and minimizing taxes and other expenses associated with the transition from work life to retirement life.

The firm has helped people in the region for more than 30 years. Michael Owens, the president, has been a financial advisor and licensed insurance agent since 1992. He holds the Certified Financial Fiduciary and Chartered Retirement Plans Specialist designations. His approach involves using advanced financial tools to help clients understand their retirement income and identify potential gaps. The firm designs plans for pre-retirees and retired clients that provide a reliable, guaranteed source of income for as long as they live, aiming to remove risks from the retirement table. Services offered include Lifetime Income Maps for Life, Portfolio Management, Social Security Strategy Sessions, and Tax-Free Retirement planning. The firm commits to keeping up with the latest technology to assist with retirement planning and providing tailored financial services on a client-by-client basis.

Carolina Financial Services Group holds a rating of 3.00 based on 2 reviews.

The firm focuses on helping clients build a bridge from their current financial state to their future retirement in Greenville, NC.

Services:

• Lifetime Income Planning
• Portfolio Management
• Social Security Strategy Session
• Tax-Free Retirement Solutions