Impact Alumni

Carolina Financial Services Group, based in Greenville, NC, specializes in providing comprehensive financial planning services aimed at ensuring a secure and enjoyable retirement for its clients. The firm focuses on risk management and creating guaranteed income solutions tailored specifically for pre-retirees and retirees, helping them navigate their financial future with confidence. As a Registered Investment Advisor, Carolina Financial Services Group offers a range of services, including Lifetime Income Maps for Life, Portfolio Management, Social Security Strategy Sessions, and Tax-Free Retirement planning. Their commitment to individualized client support and adherence to regulatory requirements underscores their dedication to fostering trust and peace of mind in retirement planning. Generated from the website

The accounting firm of Sullivan, Shearin & Company in Greenville, NC, is staffed by attentive, knowledgeable professionals who work hard to generate proper financial plans and accurate tax services. We're small business specialists who provide: New business start-up advising Small business and partnerships Business tax preparation and planning Accounting system designFrom accounting and estate planning, to auditing and data processing, our certified public accountants don't miss a single calculation in order to generate the most profitable results. You can trust in our expertise and our dedication to providing personalized service.Call Sullivan, Shearin & Company today for a consultation.