Financial Planning Services

Locally and Family-Owned

Free Quotes

Multiple Carrier Options

Call Holt Financial Group

Call Carolinas Wealth Management Group Inc

(864) 242-3637

Quality Options for Financial Planning Services

Your finances should never be left to chance. At Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc, we understand the importance of managing your finances effectively. Serving Duncan, Spartanburg, Greer, and Greenville, SC, we're committed to helping you achieve financial success both today and in the future. Our services include:

  • Investment portfolio management
  • Retirement planning and projections
  • Tax strategy and planning
  • Estate planning coordination
  • Insurance needs analysis
  • Cash flow and budgeting
  • Debt management strategies
  • Portfolio construction and rebalancing
  • Asset allocation strategies
  • Risk tolerance assessment
  • Investment policy statements
  • Regular performance reporting
  • Tax-loss harvesting
  • ESG and sustainable investing options
  • Alternative investment access
  • College savings planning
  • Business succession planning
  • Stock options and RSU strategies
  • Real estate investment analysis
  • Charitable giving strategies
  • Social Security optimization
  • Medicare planning
  • Long-term care strategy

Our comprehensive financial planning services are designed to meet your unique needs, ensuring that you are well-prepared for whatever life may bring. For tailored financial planning services, contact us now.


Why You Need Financial Planning Services

Effective financial planning is crucial for achieving long-term stability and peace of mind. Our comprehensive approach ensures that all aspects of your financial life are covered. Consider the benefits you'll enjoy with our support:


  • Financial security
  • Preparedness for the future
  • Anticipation of future needs
  • Long-term stability
  • Peace of mind
  • Wealth growth


Contact us to start planning for your financial future. We'll make sure you're ready for anything!


The Only Financial Team You Need

When you choose us for your financial planning needs, you benefit from our extensive experience and commitment to personalized service. Consider what makes us distinctive:


  • Over 100 years of combined industry experience
  • Local and family-owned
  • Virtual consultations
  • Free quotes
  • Dedicated customer service
  • Personalized relationship with every client
  • Tailored coverage to match your specific needs
  • Partnered with multiple carriers
  • Serving you since 2003


Reach out to us to start planning your finances. We have the best solutions for you!


Contact Us for Financial Planning

Secure your financial future. Get in touch with Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group today. Our team is ready to provide you with the personalized financial planning services you need to achieve long-term success.

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We build personal relationships
for custom insurance and financial plans.
Talk to Our Experienced Team

(864) 661-1422

(864) 661-1422
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