Retirement Implementation

Your Retirement Can Only Be
Done One Way: On Your Terms.

Once you’re ready to retire, our team will help you put your retirement plan into action. We’ll assess your current financial picture and help you use your funds in the most efficient way based on your post-retirement goals.

Our Approach

Our solution-based approach to retirement implementation starts with understanding and evaluating your needs and retirement goals, so our team of experts can make recommendations that align with your desired outcomes. You can depend on our in-house investment management team members to leverage their experience to help you on your road to retirement. We will work with you to create a retirement plan tailored to meet your retirement goals.

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Putting Your Interests First

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When you’re ready to retire, you can count on us to make sure that your plans are executed on your terms.

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Lean on our years of experience and up-to-date market research from nationally acclaimed investment firms to ensure you meet your post-retirement goals.

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When it comes to retirement planning, our team helps you understand the bigger picture and helps you effectively preserve
your wealth.

Find Your Wealth Consultant

Trust one of our experienced wealth consultants to help you navigate financial planning and create wealth-building strategies to enable long-term success and give you the peace of mind you deserve.

Contact Us

Services Built Just for You

From retirement to legacy planning and everything in between, our wealth consultants are here to help you every step of the way. Learn how we can help you navigate complicated decisions and make meaningful choices to meet all of your goals and help secure your future.

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Legacy
Planning

Protecting the wealth you’ve accumulated is our top priority. Our expert consultants can guide you with asset protection to ensure that even when the unexpected happens, your wealth is protected. We also provide generational wealth transfer and estate planning services to ensure your financial plan meets your goals for the future and to help you thoughtfully manage your legacy.

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Investment
Management

We custom-build your investment account based on your individual needs and financial goals. Our goal-based approach takes into account both your long and short-term needs so we can develop the right solutions for you. We specialize in building custom portfolios that minimize tax liabilities and maximize your outcomes.

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Bank building

Private
Banking

When you become a Trust Company of North Carolina customer you will have exclusive account benefits to help you grow your wealth. Open a Private Banking Account to get access to our highest personal interest rates, free services, and loan discounts. You’ll also receive a suite of money-saving benefits with Fidelity Bank Perks powered by BaZing, the nation’s largest network of coupons and discounts.

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What People Say About Us

Frequently Asked Questions