THOUGHTFUL RETIREMENT PLANNING
Stop wondering
and start living
We provide thoughtful financial planning and steady guidance so you can move forward with greater clarity, confidence, and freedom.
OUR SERVICES
Decisions that
carry real weight
Retirement and the years leading up to it bring big questions: When to step away. What comes next. How to give wisely. You don't need more opinions. You just want sound judgment and fewer regrets.
Clear planning and no surprises
We build a structured plan designed with the goal to adapt to adapt as life changes, providing clarity you can count on.
A steady hand through transitions
Sound judgment and independent perspective for retirement, relocation, or selling a business.
Charitable giving with purpose
Aligning charitable strategies with tax planning, long-term goals, and the causes that matter most to you.
Here for
the Carolinas
WHY CFRP
Principled
under pressure
Michael Mehltretter brings a background shaped by military service, leadership, and years helping people navigate consequential decisions.
As an independent practice partnered with LPL Financial, our focus is simple: thoughtful guidance, collaborative & personalized advice, and doing what’s right for the people we serve.
RESOURCES
Insightful perspectives
for what comes next
Financial planning should help simplify decisions. Here, you’ll find practical guidance, educational insights, and informed perspective to help you navigate retirement, long-term planning, and life’s important transitions with confidence.
LET’S TALK
Ready for real-life,
values-based guidance?
You've earned the ability to live freely. Let's build a plan that sustains itself through change, through uncertainty, through life.