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Carolina Planning Group - Total Weath Management

At Carolina Planning Group. We offer a unique, holistic approach to personal financial planning that is multigenerational and custom designed to grow, manage and protect your wealth by focusing on The Total Picture. As a fee-based, independent firm, our goal is to help our clients set, achieve and surpass their most important financial goals and objectives. 2010 Carolina Planning Group •. 843379.3411 •. 2015 Boundary Street, Suite 226, Beaufort, SC 29902.

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Wayne Johnson

400 Me●●●●●●Street

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Hilton●●●●●●Island , South Carolina, 29926

UNITED STATES

843 ●●●●2228

St●●●●●@wdm1.com

View this contact

World Design Marketing

Wayne Johnson

400 Me●●●●●●Street

Sui●●● 2A

Hilton●●●●●●Island , South Carolina, 29926

UNITED STATES

843 ●●●●2228

St●●●●●@wdm1.com

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Carolina Planning Group - Total Weath Management | cpgwealth.com Reviews

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At Carolina Planning Group. We offer a unique, holistic approach to personal financial planning that is multigenerational and custom designed to grow, manage and protect your wealth by focusing on The Total Picture. As a fee-based, independent firm, our goal is to help our clients set, achieve and surpass their most important financial goals and objectives. 2010 Carolina Planning Group •. 843379.3411 •. 2015 Boundary Street, Suite 226, Beaufort, SC 29902.

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Carolina Planning Group - Total Weath Management | cpgwealth.com Reviews

https://cpgwealth.com

At Carolina Planning Group. We offer a unique, holistic approach to personal financial planning that is multigenerational and custom designed to grow, manage and protect your wealth by focusing on The Total Picture. As a fee-based, independent firm, our goal is to help our clients set, achieve and surpass their most important financial goals and objectives. 2010 Carolina Planning Group •. 843379.3411 •. 2015 Boundary Street, Suite 226, Beaufort, SC 29902.

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cpgwealth.com

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Carolina Planning Group - Total Weath Management

http://www.cpgwealth.com/ourservices.html

At CPG, we believe total wealth management. Means offering our clients The Total Picture. Investment and portfolio management. We use asset class investing through DFA. This investment methodology was created after a rigorous study that included more than 80 years of market returns, and the work of several Nobel Prize winners. Our compensation is fee-based on assets managed. Our financial goal planning areas include: Retirement, College, Major Purchase, Legacy and Charitable Giving. 843379.3411 •.

2

Carolina Planning Group - Total Weath Management

http://www.cpgwealth.com/ourprocess.html

The CPG Process starts with a Plan. Our initial Discovery Meeting is designed to discover what matters most to you. Perhaps it’s a specific college you want your children to attend … a special charity that you would like to benefit … or a particular retirement lifestyle. We make it our business to understand our clients’ most important goals so we can get down to the business of achieving them. We work with you to make a plan, and then we act. 2010 Carolina Planning Group •. 843379.3411 •.

3

Carolina Planning Group - Total Weath Management

http://www.cpgwealth.com/ourphilosophy.html

The difference between CPG and other financial planners is our unique, holistic approach to total wealth management. Our experts assist with all aspects. 2010 Carolina Planning Group •. 843379.3411 •. 2015 Boundary Street, Suite 226, Beaufort, SC 29902.

4

Carolina Planning Group - Total Weath Management

http://www.cpgwealth.com/aboutus.html

By allowing the CPG Team to review your investment portfolio, insurance coverage, estate plan, tax plan and legacy objectives, we are able to look at your wealth in a comprehensive manner, adding value each step along the way. At CPG our sole mission and single vision is to help families set and achieve their financial goals. Location and geographic service area. Headquartered in Beaufort, South Carolina, CPG serves clients throughout the South Carolina Lowcountry, Georgia, North Carolina, and Virginia .

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Carolina Planning Group - Total Weath Management

http://www.cpgwealth.com/index.html

At Carolina Planning Group. We offer a unique, holistic approach to personal financial planning that is multigenerational and custom designed to grow, manage and protect your wealth by focusing on The Total Picture. As a fee-based, independent firm, our goal is to help our clients set, achieve and surpass their most important financial goals and objectives. 2010 Carolina Planning Group •. 843379.3411 •. 2015 Boundary Street, Suite 226, Beaufort, SC 29902.

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Carolina Planning Group - Total Weath Management

At Carolina Planning Group. We offer a unique, holistic approach to personal financial planning that is multigenerational and custom designed to grow, manage and protect your wealth by focusing on The Total Picture. As a fee-based, independent firm, our goal is to help our clients set, achieve and surpass their most important financial goals and objectives. 2010 Carolina Planning Group •. 843379.3411 •. 2015 Boundary Street, Suite 226, Beaufort, SC 29902.

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