Financial Planning

Strategic Financial Planning for Lasting Security

At Masonboro Advisors, we understand the unique financial needs and goals of those in their golden years. Our comprehensive financial planning services are tailored to help you manage and grow your wealth, ensuring a comfortable and secure future. We take a personalized approach, focusing on your individual circumstances and objectives, to develop a plan that works best for you.

Our Approach to Financial Planning

Personalized, In-Depth, and Client-Centered

Our financial planning philosophy is rooted in understanding and addressing the specific needs of each client. We believe in a client-centered approach that prioritizes your goals and financial well-being.


  • Individual Attention: Each client receives personalized attention to create a financial plan tailored to their unique situation.
  • Holistic Planning: We consider all aspects of your financial life to ensure a cohesive and comprehensive plan.
  • Expert Guidance: Our experienced advisors provide insights and strategies to help you make informed decisions about your financial future.

What Makes Us The Right Fit For You?

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Tailored Solutions

Our services are designed with your unique needs in mind, ensuring that your financial plan is as unique as you are.

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Holistic Approach

We take a comprehensive view of your financial situation, addressing all aspects of your wealth to provide a cohesive strategy.

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Experienced Advisors

Our team has extensive experience in financial planning, offering expert guidance and support every step of the way.

How We Help

  • What does Masonboro Advisors’ comprehensive financial planning include?

    Our financial planning process covers all areas of your financial life, including retirement planning, investment planning, tax strategies, estate and legacy planning, and insurance coordination. We take a holistic approach to ensure each piece of your financial plan works together toward your long-term goals.

  • How do you tailor financial plans to each individual’s needs?

    We learn about your specific objectives, family circumstances, and retirement goals to design a plan unique to you. Whether you’re planning for retirement, managing cash flow, or saving for education, your plan will be customized to reflect your life and adjusted as your circumstances evolve.

  • What is a holistic financial planning approach and why is it important?

    A holistic financial plan integrates investments, retirement, taxes, estate planning, and insurance into one coordinated strategy. This matters because each financial decision affects others—for example, an investment choice may impact your taxes. By looking at the full picture, we ensure all parts of your financial life work together smoothly.

  • What are the benefits of working with a fee-only financial planner?

    A fiduciary financial planner is required to act in your best interest, providing advice that prioritizes your goals without hidden agendas. You can trust that every recommendation is focused on helping you succeed and achieve peace of mind.

  • What sets Masonboro Advisors apart from other financial planning firms in North Carolina?

    We combine fiduciary duty, decades of experience, and personalized service with the accessibility of a local firm. Our advisors integrate retirement, investments, tax strategies, and estate planning into one coordinated plan tailored to your life and values.

Get in Touch Today

Ready to take control of your financial future? 

Contact us today to schedule a consultation and discover how we can help you achieve your financial goals.