Retirement Planning Services

Retirement Planning Services for Your Future

Are you ready for retirement? At Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group Inc, we can provide the support you need to start, continue, or enhance your retirement savings. Our comprehensive retirement planning services can support clients in Duncan, Spartanburg, Greer, and Greenville, SC. Our core planning elements include:

• Retirement goal setting and timeline
• Income needs analysis
• Social Security optimization
• Pension analysis (if applicable)
• Required minimum distribution planning
• Healthcare cost projections
• Long-term care considerations
• Legacy and estate planning integration

Our experienced team is dedicated to helping you navigate the complexities of retirement planning, ensuring a comfortable and secure future. We focus on understanding your unique needs and tailoring our services to meet those needs. Contact us today to learn more about how we can assist you!

Our Investment Strategies

Planning for retirement can be overwhelming, but it's essential for ensuring financial security in your later years. Our retirement planning services provide the guidance and expertise you need to make informed decisions. Here are some of the investment strategies we use:

• Asset allocation models
• Risk tolerance adjustments with age
• Income-generating investments
• Tax-efficient withdrawal strategies
• Roth conversion analysis
• Fixed-income laddering
• Annuity evaluation
• Emergency fund maintenance

Contact us to discuss your retirement planning needs and how we can help you achieve your goals.

Your Top Choice for Financial Planning

Choosing us for your retirement planning means you benefit from our extensive experience and commitment to client satisfaction. Here’s what sets us apart:

• Virtual consultations
• Experienced team
• 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
• Over 100 years of combined industry experience
• Local and family-owned

Reach out to us today to start benefiting from our expert retirement planning services.

Contact Us for Personalized Retirement Planning

At Holt Financial Group- A Subsidiary of Carolinas Wealth Management Group, we are dedicated to providing personalized retirement planning services tailored to your unique needs. Whether you are just starting to plan or need to optimize your current strategy, our team is here to help. Get in touch with us today to take the first step towards a secure and comfortable retirement.