Financial Planning

Financial Planning

HERE FOR YOU. EVERY DAY.

HERE FOR YOU. EVERY DAY.

Customized solutions
for your needs
and goals.

Customized solutions
for your needs
and goals.

Proper financial planning is your roadmap
for success and security day-to-day and
well into the future.

Proper financial planning is your
roadmap for success and
security day-to-day and
well into the future.

Carolina Alliance Bank has partnered
with LPL Financial to provide you the
most comprehensive financial
assessment. Our thorough evaluation
will better predict your future income,
assets and withdrawl plans.

Carolina Alliance Bank has partnered
with LPL Financial to provide you the
most comprehensive financial
assessment. Our thorough evaluation
will better predict your future income,
assets and withdrawl plans.

Talk to your personal banker or our investment advisor about financial planning. This may be the step towards a stress-free and bountiful future.

Talk to your personal banker or our investment advisor about financial planning. This may be the step towards a stress-free and bountiful future.

Not sure if you need
a financial advisor?

If your goal is not as complex, it may be suitable for you to try
and build your own financial plan. We have assembled a few steps to help you start.

R

Your Goals

Determine your goals and
their term length.

R

Assets and Liabilities

Figure out and build a list of all
your assets and liabilities.

R

Current Situation

Evaluate your current situation and
how far you are to  your goals.

R

Your Plan

Develop a road map on how
to achieve your goals.

R

Administer Plan

Make the changes needed to
implement your goals.

R

Monitor Plan

Make sure to monitor your plan your
plan yearly to keep on track.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

*Investments and securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Carolina Alliance Bank is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this page may only discuss and/or transact securities business with residents of the following states: FL, GA, NC, SC, TX. Check the background of investment professionals associated on this website with on FINRA’s BrokerCheck.

*Investments and securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Carolina Alliance Bank is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this page may only discuss and/or transact securities business with residents of the following states: FL, GA, NC, SC, TX. Check the background of investment professionals associated on this website with on FINRA’s BrokerCheck.

Investment - Financial Planning - Find Your Banker

Have any more questions?

Our experienced investment advisors will help answer any question you may have.

Have any more questions?

Our experienced investment
advisors will help answer any
question you may have.

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