Rogo Management Inc is a Wilmington-based company that specializes in retirement planning and wealth management. Led by father-daughter duo David and Sam Shucavage, along with their dedicated team at Carolina Retirement Planners, they offer a holistic approach to retirement planning, encompassing income planning, investment planning, tax-efficient strategies, healthcare planning, and legacy planning. With a focus on family and doing the right thing, their goal is to help individuals and families achieve their best retirement possible.
Carolina Retirement Planners, an Investment Advisory practice affiliated with AE Wealth Management, LLC, provides comprehensive retirement planning services, while Carolina Estate Planners offers insurance products. Their 5-Part S.M.A.R.T. Retirement Navigator helps clients navigate the complexities of retirement planning, ensuring a secure financial future. With a commitment to personalized service and a deep understanding of the various factors that can impact retirement, Carolina Retirement Planners aims to be the last financial advisor their clients ever need.
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