Broker Check
Carawan Financial partners

7000 Harps Mill Road
Suite 201
Raleigh, NC 27615
919.870.8181

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis
  • Clarification of multiple social security strategies
  • Developing cost effective exit strategies for business owners
  • Tax strategies for high net worth individuals and families

We also can answer your questions, including:

  • Is your risk tolerance the same as the risk exposure in your portfolio?
  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • When should I consider long term care insurance?


Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Derek Carawan, AAMS

President | LPL Financial Advisor

919.870.8181

Derek Carawan was brought up in an Air Force family and has lived around the country. Upon his dad’s retirement, they moved back “home” to the North Carolina coast in the mid 70’s. Derek moved to Raleigh in 1980...

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