Congratulations!
Your Carolina Financial Services Group Session Has Been Scheduled
Here Are The Next Steps...
- Make sure to add this meeting to your calendar using the links below:
The appointment is via Zoom, please be sure to click the link in your confirmation email a few minutes before the scheduled time.
- If you're more than 5 minutes late to the appointment, it will be cancelled and you will not be able to reschedule. Sorry but scheduling is limited due to high demand.
Be prepared to talk about your current financial situation, your goals, and what you're most looking for help with.
We look forward to speaking with you!
Michael Owens - Founder & CEO
For more than 30 years, Carolina Financial Services Group has helped people in the Greenville and eastern North Carolina areas plan for a retirement that attains goals while working to protect assets and minimize taxes and other expenses associated with retirement. At Carolina Financial Services Group, we strive to help our clients to not only retire, but to do so with the means and confidence to enjoy their golden years to the fullest. We help our clients grow their retirement nest egg with an emphasis on risk management. We design a plan for our pre retirees and retired clients that will provide a reliable, guaranteed source of income for as long as they live and help them remove risks from their retirement table. This strategy provides certainty and peace of mind during retirement. Our goal is to help you build a bridge from your current financial state to your future retirement.
