Your

Retirement Solutions

We do all the research, strategy, design, and execution so you can focus on retirement

Serving since 1986.


Carolina Benefits Group specializes in assisting our clients in pursuing financial independence.


We provide:


  • Retirement Strategies
  • Income Planning
  • Legacy and Life Insurance Planning
  • Medicare Supplement Insurance
  • Long-term Care
  • Estate Planning


Recent Articles

We believe you should seek out safer financial solutions as you approach or enter retirement. Every customer who joins our Carolina Benefits Group family bestows us with their trust and confidence, and we strive tirelessly to maintain that trust and confidence.


Retire Village

Baby Boomer Movie

Research

& Planning

retirement plan

Retirement Planning

About the Founder

Jack Whittaker has been providing financial services since 1986. He worked for a Fortune 500 company for 21 years before founding Carolina Benefits Group, where he specializes in helping clients pursue financial independence. Jack's tenure was marked by an impressive 16-year consecutive appointment to the Chairman's advisory board and 12 consecutive years as the number-one in sales.


Before his financial service career, Jack served in the US Army for eight years, attaining the rank of E-6 Staff Sergeant (Promotable). During this time, he was stationed in South Korea for five years and spent multiple tours on the DMZ, becoming a proficient Korean linguist. During his military service, he studied Business Administration at Austin Peay State University. Jack is a proud member of the VFW. (Veterans of Foreign Wars)


Jack's hobbies and passions are deep-sea fishing throughout the Bahamas and the Florida Keys. He also enjoys golf and has had the privilege of playing many championship courses worldwide. Jack also has a deep passion for woodworking, especially the lathe. Jack has a firm spiritual conviction and has been active in the Presbyterian Church for over 35 Years.

Request a Copy of My Latest Book

"An Essential Guide To Navigating The Perils Of Retirement In This Uncertain Economy"

Retirement Planning

Request a No Obligation Review

During the call, we will review your financial goals, current status, and any plans you have already made.




Let's work together

Phone

(704) 459-1066

Email

Mail@cbgtoday.com

Social Media

Facebook Logo Circle Blue Vector
Instagram
Twitter  Logo
Youtube Official Icon
LinkedIn Logo 蓝白领英社交媒体
Blogging Icon
Black Copyright Symbol

Copyright 2023 Carolina Benefits Group All Rights Reserved. Privacy Policy.