Retiring Soon

For clients retiring soon.

Grow & Protect

Securing your family's financial future.

Are you a couple years away from or thinking about retiring soon? Wondering about how to put all the pieces together to know where your income will come from once you retire?

Get in touch.
how we work

Our services are focused on you.

At Catawba River Capital, we offer a comprehensive suite of financial planning services designed to address every aspect of your future retirement. Whether you're an individual, a family, or a business owner, our tailored strategies are meant to guide you toward achieving your financial goals with clarity and confidence.

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Retirement income
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tax planning
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estate management
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investment services
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Insurance services
Get in touch.
our process

Get to know how we work.

01

Discover

In our initial meeting, we discover your goals and investment vision to better understand your needs.

02

Plan

We create a personalized long-term strategy for your sustained success, aligning with your financial goals.

03

Execute

Executing your strategy smoothly is our aim. With clear communication and an experienced team, the process is simple.

04

Optimize

We optimize your financial strategy to stay effective, responding swiftly to changes for necessary plan adjustments.

Have more questions?

  • What kind of services do you provide for growing families and professionals?

    We offer a range of services designed to support growing families and professionals, including 

    • comprehensive financial planning, 
    • asset management, 
    • tax planning, 
    • debt management,
    •  and disability and risk management. 

    Each service is tailored to help you build and protect your financial future, ensuring you can focus on what matters most—your family and career.

  • How can your financial planning help with major life events?

    Our financial planning services are structured to assist you during major life transitions such as buying a home, changing careers, or expanding your family. We provide personalized advice and strategies to ensure these significant events are financially seamless and your long-term goals remain on track.

  • What makes your approach suitable for professionals at the peak of their career?

    Our approach focuses on integrating your personal and professional financial goals, allowing for a strategy that adapts as your career advances. We emphasize asset growth, risk mitigation, and tax efficiency, essential components that support professionals aiming to maximize their financial potential and security.

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