Retirement Income Analysis

Please click on the video below to learn more about retirement readiness.

What We Need to Help You

At Carolinas Wealth Management, we focus on helping you gain clarity on your financial affairs, whether you have saved a little or have accumulated much. We have the resources, through education and honest evaluations, to help you make sound financial decisions. Please bring the following documents that are below to your appointment so we can make sure your finances are properly allocated based on your objectives and goals:

  1. 1. If You Are Working: paycheck stubs
  2. 2. If You Are Retired: pensions and the amount you are pulling from Social Security and  other investments
  3. 3. List of All Assets: including all investment statements and 401k options
  4. 4. Last Year Tax Returns
  5. 5. List of All Debts: including all monthly interest rates

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Company Info

Carolinas Wealth Management

5111 Trenholm Rd., Ste 100
Columbia, SC 29206
P: 803.256.0100

1300 Professional Drive, Ste 202
Myrtle Beach, SC 29577
P: 843.497.8505

119A Professional Park Drive
Seneca, SC 29678
P: 864.885.1045

ann.duckett@carolinaswealth.com