Wealth management takes many forms. The key is always planning wisely for the future. With Carolina Wealth Management, you have comprehensive financial planning and management services for every stage of life. Our services include:
Planning in advance for college or other educational expenses offers significant tax advantages. We create a plan that is the best fit for your family’s needs, which may include 529 College Savings Plan or Coverdell Education Savings Account.
Our strategic, disciplined approach to retirement planning will help you enjoy the years you’ve dreamed about. Our experience in IRAs — including SEPs and SIMPLE IRAs — 401(k) plans, and pension and profit-sharing plans empower us to guide you toward your goals.
A comprehensive estate plan gives you confidence. We have experience in all aspects of trusts and estates, including business ownership succession planning, charitable remainder trusts, and insurance needs analyses.
In addition to being registered financial advisors, Keith Dooley and Rod Dooley are Certified Public Accountants and Personal Financial Specialist. We provide tax planning and accounting services for individuals, families, and businesses. We can help to resolve IRS and state tax issues. We also provide business advisory services through our affiliate CPA firm, Dooley and Company, LLC. In addition, our experience and knowledge of taxation provides a firm basis for
all the planning that we do, including education, retirement, and estate planning.
Contact Us for All Your Wealth Planning Needs
Carolina Wealth Management is conveniently located in Lexington, South Carolina. We serve clients throughout the Carolinas, including Columbia, West Columbia, Gilbert, St. Matthews, Charleston, Edisto Beach, Beaufort, Bluffton, and Hilton Head. Give us a call. We would be glad to discuss how we can help you plan for a secure and prosperous future.
Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer’s official statement and should be read carefully before investing.
Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investing in any state’s 529 Plan.
Distributions from traditional IRAs and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59½, may be subject to an additional 10% IRS tax penalty.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Cetera Advisor Networks LLC does not give legal or tax advice.