Covr Financial Tech LLC

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.Generated from the website

Rogo Management Inc is a Wilmington-based company that specializes in retirement planning and wealth management. Led by father-daughter duo David and Sam Shucavage, along with their dedicated team at Carolina Retirement Planners, they offer a holistic approach to retirement planning, encompassing income planning, investment planning, tax-efficient strategies, healthcare planning, and legacy planning. With a focus on family and doing the right thing, their goal is to help individuals and families achieve their best retirement possible. Carolina Retirement Planners, an Investment Advisory practice affiliated with AE Wealth Management, LLC, provides comprehensive retirement planning services, while Carolina Estate Planners offers insurance products. Their 5-Part S.M.A.R.T. Retirement Navigator helps clients navigate the complexities of retirement planning, ensuring a secure financial future. With a commitment to personalized service and a deep understanding of the various factors that can impact retirement, Carolina Retirement Planners aims to be the last financial advisor their clients ever need.Generated from the website

BAR Financial, based in Wilmington, NC, has been dedicated to supporting financial advisors for over 30 years by providing innovative solutions to help them acquire and retain clients. Their comprehensive services include back office support, advanced planning resources, compliance assistance, and systematic marketing programs tailored to advisors at every stage of their career. With a focus on business growth, BAR Financial also offers training through their BAR Academy and resources for succession planning. Their commitment to excellence ensures that advisors can transition clients smoothly and effectively, enhancing their overall practice development. Generated from the website