Carolina Retirement Planners, based in Wilmington, NC, is a dedicated team led by father-daughter duo David and Sam Shucavage. Specializing in holistic retirement planning, they offer a comprehensive approach to help individuals and families achieve their best retirement possible through income planning, investment strategies, tax efficiency, healthcare considerations, and legacy planning.
With a focus on family values and integrity, Carolina Retirement Planners aims to be the last financial advisor you'll ever need. Through their S.M.A.R.T. Retirement Navigator, they assist clients in navigating the complexities of retirement planning, ensuring a secure financial future tailored to each individual's needs and goals.
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