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250 N. Trade St. #301, Matthews, NC 28105

704-845-1058
jkirwan@carolinafinancialpartners.com
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Providing Guidance in Building Wealth & Retirement Income For Conservative Investors

Providing Guidance in Building Wealth & Retirement Income For Conservative Investors

Providing Guidance in Building Wealth & Retirement Income For Conservative Investors

Providing Guidance in Building Wealth & Retirement Income For Conservative Investors

Complimentary Financial Planning Check-Up

Who We Are

We create strategies that are tailored to your needs and goals.

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What We Do

Years of experience have prepared us to guide you through your life transitions.

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Why We Do It

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Providing Guidance in Building Wealth & Retirement Income For Conservative Investors

Helpful Links

Understanding ETFs: Building Blocks of Modern Investing

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
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Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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Estimate Your RMD

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.
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