Carolina Asset Management-South Park

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Introduction: My main objective is to understand a client's goals and formulate a supportive TEAM of advisors to build options for each client. I want to ensure that every client has support and expertise from our team and has multiple points of contact to grow with them as their needs grow and change. Planning is never done. It changes and evolves as your life does. Having the right people under the same roof to guide you will not only allow maximum efficiency of your planning, but give you peace in knowing it has been checked by multiple people. Providing insight to my clients and letting them be the main voice in the process. I love seeing the "light go off" in a client's eyes when they see the options laid in front of them. Education is key and I love seeing people learn and be able to own their plan.

Overview

Hired 1 time

35 employees

11 years in business

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Featured Projects

3 photos

Reviews

Exceptional 5.0

5 reviews

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Bob K.

Mar 29, 2017

Super job. Thanks!

EZ S.

Mar 29, 2017

Janna and her team converted my life insurance and 401k along with all of my personal and business investments seamlessly and have been nothing short of phenomenal in helping guide me towards a secure financial future!!!

R.L. A.

Mar 29, 2017

It's a rarity to get the utmost professionalism and knowledge from anyone these days. I can't say enough good things about Carolina Asset Management. My family has the peace of mind knowing that our financial situation is taken care of regardless of any unexpected circumstances. I give them my highest recommendation.

Tony H.

May 9, 2017

Great Service! I would highly recommend to friends and family.

Matt M.

May 25, 2017

As a growing business, I wanted to reach out to a professional that would listen and bring back options. Janna and her team made sure to do just that! After our meeting, I was able to offer my team something of value and I even had her to my personal planning. She is one smart, efficient planner!

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
A conversation is free.
What is your typical process for working with a new customer?
Learning everything I can about them. Knowing their goals, existing plans, end result they are seeking and how to me more efficient.
What education and/or training do you have that relates to your work?
A Belmont Abbey Alumni and licensed in NC and SC for life, disability, Long Term care. My team possesses series 7,24,65,66.

Carolina Asset Management-South Park

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