Loading

David Shucavage

  • President
  • Carolina Estate Planners, LLC
  • Wilmington, NC   
  • Website
Connect
Phone

910-815-3100


Contact me for: Retirement planning—help finding “Peace of Mind” in your retirement.

I believe that I’m a bit different from most professionals in the retirement planning field. Back in the 1970’s, I graduated Cornell Engineering School and followed the expected path, working first for Corning Glass and then Ciba-Geigy. For more than 20 years, I worked in engineering and management consulting, with a goal of making more money for companies. In 2001, I decided it would be more meaningful to me to help individuals and families, and, ever since, I have focused on retirement planning. As a result of the path I followed from Cornell to today, I tend to look at things with a different mindset, and with perhaps more skepticism, than many who have spent their lives in the financial industry. As an engineer, I love numbers, but the best part of my job is getting the numbers to meet the needs of my clients--to bring them “peace of mind” in retirement. Everyone I meet has a unique set of needs, goals, and concerns, and it’s very satisfying to tailor-make a plan for each family or individual.

I love to teach as well, and am an approved instructor with the "Financial ABC's of Retirement Workshop" given through Adult Financial Educational Services. This past year, I have taught classes at Cape Fear Community College, Brunswick County Community College, and the University of Mount Olive’s Wilmington campus.

My wife, Sandy, and I live in the historic district of Downtown Wilmington. Our daughters Samantha and Katie are now out on their own in the world. I have lots of hobbies, like music, pottery, fishing and kayaking, and am on the board of Cape Fear River Watch. If you want to hear my music, come down to The Satellite on Greenfield Street some Sunday evening; I’ll be the handsome devil playing the hammered dulcimer!

Meet the expert

Expert Articles by David Shucavage

Retirement Planning

Minimize taxes when you withdraw money from your IRA in retirement
X

Contact David Shucavage

Message was successfully sent. There was an error sending the message.