Carolina Retirement Planners

Carolina Retirement Planners is a financial planner in Wilmington, NC. The firm specializes in wealth and asset management, helping individuals and families navigate the transition into retirement through personalized financial strategies. Their services include holistic wealth management, retirement assessments, and investment management for those looking to delegate their planning to professionals.

The firm operates using a four-step planning process known as the P.A.T.H. to Your Best Retirement, which includes Purpose and Possibility, Analysis and Assessment, Tailored Transition, and Holistic Wealth Management. Led by father-daughter duo David and Sam Shucavage, the team focuses on creating lifelong relationships built on trust, education, and community. Their approach is designed to help clients proactively address essential planning areas, such as managing taxes and creating retirement income streams, to replace the chaos of retirement planning with confidence.

Located on Market St, the office is a short walk from the Bellamy Mansion Museum of History & Design Arts and near Bicentennial Park.

The firm is known for its commitment to financial literacy in southeastern North Carolina and its dedication to providing accurate, client-centered service. The team prioritizes prompt communication and acting in the best interest of every client they serve.

Carolina Retirement Planners provides the personalized guidance and strategic planning necessary to help residents of Wilmington achieve their best retirement.