Carolina Capital Solutions Revenue

About Carolina Capital Solutions

At Carolina Capital Solutions, LLC, we believe in financial wellness. The definition of financial wellness according to the CFPB-Consumer Financial Protection Bureau is "a state of being wherein a person can fully meet current and ongoing financial obligations, can feel secure in their financial future, and is able to make choices that allow them to enjoy life." Our mission is to assist business owners, their employees, and their families to have that sense of financial wellness. We assist with retirement solutions for businesses, business owners, and families that include: 401K 403B SEP IRA SIMPLE IRA Individual Retirement Accounts We love our community and actively serve through various organizations which include the local Chambers of Commerce, Rotary, Ruritan National, and the Financial Planning Association. We like to lend a helping hand and volunteer for worthy causes such as Habitat for Humanity, Guiding Lights, North Carolina Alzheimers Association, Big Brothers Big Sisters, and the local Rescue Missions. Our firm provides free educational seminars for businesses and the general public. Topics include: Financial Wellness Social Security Maximization Retirement Planning Budgeting Let us know if you'd like to schedule one for your business or organization. Our belief is to provide comprehensive financial planning. Talk to us and we'll assist you with: Wealth Management College Planning Retirement Planning Investment Services Estate Planning Insurance Services We're looking forward to working with you.

View contact profiles from Carolina Capital Solutions