Carolina Senior Insurance
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Welcome To...

carolina senior insurance
​& FINANCIAL services, llc

DOES YOUR RETIREMENT HAVE A SHIELD? GET THE FOOLPROOF PLAN TO PRESERVE YOUR ASSETS! ORDER MY BOOK, “THE RETIREMENT SHIELD” AT
NO COST!
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Complete the form to get a FREE copy of my #1 Amazon Best Selling Book. After you complete the form, I'll reach out shortly to send you a copy of your book.
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    Complete the form today to get a paperback copy of my #1 Amazon Bestselling Book

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About Us


Don Fereday | President
Don completed his Bachelor of Science degree in 1981 from John F. Kennedy University School Of Management, specializing in Business Administration and Financial Management.

After completing his education, Don worked as an Accounting Manager, Systems Analyst and Financial Analyst before starting his own business in 1989.

After selling his first business in 1999, Don decided he wanted to get involved in helping the senior market. “Working with seniors gives me a lot of satisfaction knowing that I am helping a great generation of Americans. Americans that have built this great country and have sacrificed through some very difficult times in our history. There is no greater generation than our parents and grandparents."

If there is one comment I would say to anyone asking for advice, it would be “plan like you will live forever, but live like you will die today”
schedule a time to meet with Don
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Our Services
What We Do For Clients

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Asset Protection
​Retirement doesn’t mean that it’s time to stop growing.  Same holds true for your money.  It should mean, however, that it’s time to stop taking unnecessary risk. 
 
We specialize in helping retirees protect their retirement assets while continuing to move forward.
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Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
 
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.          

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Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years.  Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
 
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.    
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Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face.  It’s very likely to spend 30 years or more living in retirement without earned income.
 
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike.  Let us get to work on a plan for you.
how can we help you?
 
Nine Tips To Help Navigate
​Your Social Security Decisions
These eye-opening points could mean the difference
​of thousands of dollars to you in retirement. 
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 Download your FREE COPY now!

Registration Form

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We Love To Meet New People!
Contact Us

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MAIN OFFICE
3110 Hadden Hall Blvd.
​Fort Mill, SC 29715

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EMAIL
[email protected]
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CALL US
(704) 502-7982

Registration Form

Please fill in the form below.

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(704) 502-7982 |  [email protected]

The information provided herein is the exclusive property of Carolina Senior Insurance & Financial Services, LLC. This material has been prepared for
informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.

​ © 2020. Carolina Senior Insurance & Financial Services, LLC.
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