About Us

Learn About Our Team

We specialize in providing personalized financial planning and wealth management services tailored to your unique needs and goals. With a commitment to integrity and excellence, we offer comprehensive solutions in wealth management, insurance protection, and retirement health. Our dedicated team is here to guide you every step of the way, ensuring a secure and prosperous future for you and your loved ones.

A butterfly is sitting on a flower in a field of daisies.

About Us

Our History

Carolina Benefits Group was established with a mission to provide exceptional financial services and retirement planning. Founded by Jack Whittaker, whose extensive career includes over 37 years in the financial industry and notable service as a US Army E-6 Staff Sergeant, the company has built a strong reputation for excellence. Leveraging Jack’s experience, including 21 years at a Fortune 500 company where he excelled in sales and advisory roles, the firm specializes in retirement strategies, income planning, life insurance, and more. Since its inception, Carolina Benefits Group has been dedicated to helping clients achieve financial independence and security through tailored solutions and expert guidance.

A bald man with a beard wearing a suit and tie

Jack Whittaker

Breathtaking colors of our planet
Meet Jack
A black and white drawing of a man in a shirt looking at the camera.

JD Whittaker

Portraits of people from around the globe
Meet JD

|

Have you been considering the legacy you'll leave behind?

01

legacy

At Carolina Benefits Group, we recognize that retirement planning may be frustrating. For over 35 years, we have assisted clients like you in avoiding retirement planning traps.

02

education

We believe that informed clients make the best decisions for their financial futures. That's why we are dedicated to providing continuous education through personalized consultations, informative articles, and our engaging podcast.

03

integrity

We uphold the highest standards of honesty and openness, ensuring that your best interests are always at the forefront of our advice and services.