Carolina Wealth Management

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Investment Management, Financial Planners, Financial Planning Consultants

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(803) 359-3800Call Visit WebsiteVisit Website Map & DirectionsDirections468 Old Cherokee RdLexington, SC 29072 Write a ReviewWrite Review

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Extra Phones: TollFree: (877) 322-8228
Payment method: amex, cash, debit, discover, master card, visa
AKA: Carolina Wealth Management LLC
Other Link: http://www.mycarolinawealth.com
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Stock & Bond Brokers

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Phone: (803) 359-3800

Address: 468 Old Cherokee Rd, Lexington, SC 29072

Website: http://www.mycarolinawealth.com

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Carolina Wealth Management

Tax Planning
A key ingredient in your investment strategy is income tax planning. Invesment tax planning consists of minimizing your taxes and maximizing your deductions. We will help assist you in developing a tax efficient portfolio that will benefit you as well as your beneficiaries.
Roth IRA
I cannot stress enough that you and your parnter will need to start saving for retirement as soon as you can. I understand that you have many short-term goals to think about and it’s hard to start an investment account when you are young. However, retirement income is not being provided in the same manner as when your parents and grandparents retired. Today, there are very few pension plans that will offer retirement income and Social Security may not offer you the benefit that you would expect. Therefore, you will NEED to start saving for yourself in order to be successful. The sooner you can invest, the less money you will need to save and the greater your chance of having a comfortable savings amount when you retire. How can you start a savings plan? If you work, allocate as much as you can afford into a 401(k) plan. Most companies match up to 3% of your salary if you contribute. Another great savings account is a Roth IRA. This is an account which grows tax FREE for your retirement. There are income restrictions to Roth deposits so check with your advisor before you consider investing.
Income Tax

Investment Management
Investment Analysis - We conduct an in-depth analysis of your current investment portfolio. This includes reviewing the investment management, the risk exposure, the diversification, the fees and the alignment of the portfolio with your stated goals.
Mutual Funds
In an IRA, you can select your own investments. You won’t be limited to the funds and managers selected by your employer. Consider that the average 401k employer plan contains just 13 investment choices making it difficult, if not impossible, to achieve a diversified portfolio whereas an IRA can give you access to thousands of investments, including stocks, bonds, and mutual funds.
Bonds
Wealth Management
Carolina Wealth Management is an independent, fee only registered investment advisory firm committed to helping plan sponsors design and maintain a best in class retirement plan. Our belief is the foundation of each relationship determines its destiny.
Money Market Funds
The economic markets of today are rapidly changing. We analyze and monitor the movement of stocks, bonds, mutual funds, etfs, and money market funds to focus on proper asset allocation models. In fact, we analyze all types of investment products and will educate you as to how these products will impact your portfolio. We create portfolios that serve your needs for the future and for today. We provide personal consultations to ensure that you have a full understanding of your investment plan.

Retirement Planning
The world of investing and retirement planning can be a confusing one. On your path to becoming a knowledgeable investor, stop and take a moment to test yourself with these frequently asked questions.
Asset Management
Rolling over your previous employer’s 401k account into a single IRA is the only way to make sure that your portfolio account will follow proven investing strategies such as asset allocation, diversification, control over investment fees, and have the ability to invest in the best performing investments for your personal situation. And with an IRA rollover, you preserve all of the existing tax advantages of your 401k. Here are some of the advantages to rolling over...
College Funding
Next to buying a home, a college education is the largest expense most parents will ever spend. The key to making sure you can send your child to college is education planning. There are numerous education plans out there to choose from and we will help narrow that search. We will diligently work with you to help develop a plan that makes the most sense.

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