Kristen Thomas's Contact Details

Kristen Thomas's Company Details

Carolina Planning Consultants

Concord, North Carolina, United States • 1 - 10 Employees
Investment Management

Carolina Planning Consultants is dedicated to leading our clients to a lifetime of financial independence, allowing them enjoyment throughout their lives and enabling them to impact others along their way. Our clients are business owners, corporate executives and professionals who appreciate personalized attention, communication and service in financial planning and investment management. As a fully independent firm, we provide clear direction using unbiased financial advice that seeks to build wealth, reduce risk and protect against loss. As an experienced team of degreed and credentialed professionals, we tailor strategies to our clients' individual situations and desires. We seek solutions to integrate across all aspects of your financial life, and gladly work alongside other trusted advisors, including attorneys and CPAs. THE LIFE VOYAGE NAVIGATOR™ PROCESS The seasoned mariner plots a detailed course before shoving off, and so should a person or family faced with navigating a lifetime of financial challenges. Where you are now, where you want to go, the time you need to get there, and the changing conditions you'll face all combine to determine the specifications of the vessel – the carefully crafted plan – that will carry you. We spend the time necessary to plot your current financial position and understand your goals before creating the unique financial plan to pursue them. Then, we make the trip with you, your trusted guide from beginning to end. Securities offered through LPL Financial member and SIPC www.sipc.org Financial planning and advisory services offered through IFG Advisory, a registered investment advisor. Carolina Planning Consultants and IFG Advisory are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Please visit our site for a list of states we are registered, www.cpcllp.com