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Welcome to Carolina Wealth Strategies Carolina Wealth Strategies is a financial services firm committed to helping guide and advise our clients towards the accomplishment of their family, financial and life goals. We work to design and implement strategies to help create, grow and conserve wealth, while delivering a high level of personalized service and expertise. This site will not only introduce you to our company's philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently so please add us as to your favorites and check in regularly. Should you have any questions, would like more information on our firm, or want to schedule a complimentary meeting to discuss your specific questions please feel free to email us at Jamey.Bass@CarolinaWealthStrategies or call us at (919) 608-9028. We look forward to hearing from you. |
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This calculator can help you determine how soon you can pay off your mortgage. Estimate of the maximum amount of financing you can expect to get when you begin house hunting. This calculator can help you determine whether you should consider converting to a Roth IRA. How much life insurance would you need to produce a sufficient income stream for your family? |
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| 10 Year Treasury Note | 2.62 | + 0.05 |
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201 Shannon Oaks Circle
Suite 200 Phone: (919) 654-4599 |
Allen J Bass III (Jamey) is licensed in KY and NC to offer life insurance (including variable life), annuities (including variable annuities) and securities products. This site is not a solicitation of interest in any of these products in any other state. IMPORTANT CONSUMER INFORMATION: Allen J Bass III (Jamey) may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Allen J Bass III (Jamey) that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment advisor, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.
Securities and advisory products offered through Princor Financial Services Corporation, 800/247-1737, member SIPC, Des Moines, IA 50392. Allen J Bass III (Jamey), Princor Registered Representative and Financial Advisor. Carolina Wealth Strategies is not an affiliate of Princor®.