North Carolina (NC)

North Carolina – Retirement Planning Education & Local Advisor Access

Helping North Carolinians Plan With Confidence and Clarity

SafeMoney.com provides financial education and connects North Carolina residents with independent, licensed professionals who specialize in safe, long-term retirement strategies. Whether you’re in Charlotte, Raleigh, or Wilmington, our tools support you at every step of your retirement journey.

North Carolina Retirement Resources Include

  • Clear guides on annuities, retirement income, and asset protection
  • Local advisor access focused on best-interest guidance
  • Planning insights tailored to North Carolina’s retirement landscape

📥 Download our free Retirement Guides

or connect with an advisor in North Carolina listed below to receive your personalized financial planning materials.

Name Department Position SMC Phone Suburb State
Brandon Clarke Brandon Clarke Triad Retire Certified Financial Professional Safe Money Certified 336-265-7263 Greensboro NC
C. “Doc” Faulkner, CFP® C. “Doc” Faulkner, CFP® Financial Freedom Group Safe Money Certified 704-258-1746
Don Eric Weber Don Eric Weber Don Eric Weber Insurance Advisor Advisor / Broker 888-270-2257 Wilmington NC
Graham L Ellis II Graham L Ellis II Ellis Agency Financial Advisor Safe Money Certified 910-840-1415 Fair Bluff NC
Roger D. Harris, White Horse Financial Roger D. Harris, White Horse Financial White Horse Financial, Inc. Founder and President Safe Money Certified 910-339-2625 Fayetteville NC
Tim Ferguson Tim Ferguson Keystone Retirement Solutions Certified Financial Fiduciary®/Broker Safe Money Certified 919-434-7707 Raleigh NC

Proud Member