Gerald Craig, Cfp®, Clu®, Chfc® Email & Phone Number

With more than a quarter of a century of experience in the financial services industry, I have a passion for making a difference in the lives of others. I grew up in the small town of Wilson, NC where my work ethic, sense of family, church and community and love of the outdoors were deeply inspired and influenced by the examples of my parents and grandparents. Working through several very reputable financial services companies, my entrepreneurial spirit eventually led me to establish Carolina Planning Consultants, LLP in 1995.Our mission is lead each client to a lifetime of financial independence for themselves and their families, allowing them to enjoy life and enabling them to impact others along the way. I work to help my clients design, build and navigate a financial plan crafted especially for them. The Life Voyage Navigator™ process was developed to plot a detailed course for a person or family faced with navigating a lifetime of financial choices and challenges. I work to understand goals before creating the unique plan to reach them and then make the trip with you as your trusted guide from beginning to end.The services of Carolina Planning Consultants, LLP for individuals include fee based asset management, retirement income planning, college expenses analysis and planning, life and disability insurance planning, portfolio analysis and review, financial planning and trust services. For businesses we offer employee benefit plan consultation, retirement plan analysis and review and business succession planning.Specialties: Financial Planning, Wealth Management, Risk Management, Retirement Income PlanningSecurities offered through LPL Financial (LPL), member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advice offered through IFG Advisory Group, LLC

Listed skills include Retirement Planning, Wealth Management, Financial Planning, Financial Services, and 31 others.