Carolina Investment Solutions

Welcome to Carolina Investment Solutions, a dedicated financial advisory firm located in N. Myrtle Beach, SC. We specialize in providing comprehensive financial services, including retirement planning, fixed investments, life insurance, and annuities. Our mission is to help individuals and businesses achieve their financial goals and secure their financial future.

Our team, led by President Angela Edwards, has been serving the North and South Carolina communities for over 25 years. With extensive experience and professional designations, we offer personalized financial management solutions tailored to meet your unique needs and objectives. We believe in fostering lasting relationships with our clients and providing them with clear, easily understood explanations of financial products and services.

Our Services

At Carolina Investment Solutions, we offer a wide range of services designed to address various aspects of your financial life. These include:

• Retirement Planning: We help you plan for a successful retirement by evaluating your current financial situation, identifying your retirement goals, and developing a personalized strategy to achieve them.

• Fixed Investments: Our team assists you in exploring fixed investment options, such as bonds and bond mutual funds, to help you pursue your financial goals while considering the associated risks and rewards.

• Life Insurance: We provide guidance on selecting the appropriate life insurance policy that aligns with your needs and budget, ensuring that your loved ones are protected financially in the event of your passing.

• Annuities: Our experts help you understand the benefits of annuities and how they can provide a guaranteed lifetime income, offering peace of mind and financial security in retirement.

• 401(k) Information Request: We assist you in understanding the details of your 401(k) plan, including contribution limits, investment options, and distribution rules, to help you make informed decisions about your retirement savings.

Our Mission Statement

At Carolina Investment Solutions, our mission is to provide high-quality, personalized financial services to individuals and businesses in North and South Carolina. We are dedicated to helping our clients achieve their financial goals and secure their financial future through education, guidance, and expert advice. Our commitment to excellence and customer satisfaction drives us to continually improve our services and stay updated on the latest trends and developments in the financial industry.

Resources

To further support our clients in their financial journey, we offer a variety of resources, including:

• Videos: Educational videos that provide insights on various financial topics and strategies.

• Articles: Informative articles discussing current financial trends, news, and tips.

• Newsletters: Regular newsletters that keep you updated on market conditions, economic forecasts, and important financial updates.

• Calculators: Interactive calculators that help you estimate costs, assess risks, and evaluate potential returns on investment.

• Flipbooks: Visual guides that simplify complex financial concepts and offer practical advice.

• Tax Library: A comprehensive library of tax-related information, including tax laws, regulations, and strategies for minimizing tax liabilities.

• Glossary: A financial dictionary that defines key terms and concepts, helping you better understand the language of finance.

• Market Watch: Real-time market data and analysis to help you stay informed about market trends and conditions.

• Symbol Lookup: A tool that allows you to look up stock symbols and get information about publicly traded companies.

• Markets at a Glance: A quick overview of current market performance and trends.

• Charting Portfolios: Visual representations of your investment portfolio's performance over time.

Request A Quote

If you're interested in learning more about our services or would like to request a personalized financial review, please don't hesitate to contact us. We look forward to helping you achieve your financial goals and secure your financial future.