Check In On Your Retirement Savings Progress

Before we begin to determine how much of your retirement is currently funded, we’ll need to know a bit more about you. In this short exercise, answer a few questions about yourself and your future objectives. Then, you can request a consultation so that together, we can build a plan to help you get there. Michael Davies, PhD is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. Carolina Wealth Partners and United Planners are not affiliated.

To start your investment plan, we just need to know a couple things about you:

Next Steps

Choose a goal to see where you stand

Identify a strategy to improve

Request a consultation

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Tablet displaying mobile-friendly financial planning website

Stay on track

Ready to take control of your financial future? Start by selecting a goal that is most important to you. You'll be able to see if you're on track and how simple adjustments can impact your ability to reach your goal. Once you're ready, request a consultation, and we'll work together to build a plan to help make your financial goals a reality.

Select a goal

See how contributions affect your goal

Request a consultation with an advisor to help stay on top of your finances

Select a goal

See how contributions affect your goal

Request a consultation with an advisor to help stay on top of your finances