Proudly Serving North & South Carolina

Local Expertise, Regional Reach

K&M Planning is based in Concord, North Carolina, and proudly serves individuals and families across North Carolina and South Carolina. From the cities to the suburbs, we bring personalized insurance solutions to the communities we know best. Licensed in NC, SC, GA, TN & VA, we understand the unique needs of residents in the Carolinas—and we’re here to make insurance simple, accessible, and affordable no matter where you live.

Areas We Commonly Serve

While we can help clients anywhere across NC & SC, we frequently work with individuals and families in:

If you don’t see your state or city, don’t worry—we can still help you.

Can’t Find Your City? No Problem.

If you live anywhere in NC or SC, you’re covered. We offer remote consultations, fast quotes, and simple service—whether you’re nearby or a few hours away.

Why Local Clients Trust K&M Planning

Testimonials

Hear What Our Clients Say

We believe the best proof of our service is what our clients say about us. At K&M Planning, we’ve helped hundreds of families and individuals gain peace of mind with honest, affordable insurance plans. Here’s what a few of them had to say:

I had no idea what IUL was. Now I’m confident my kids have a better future thanks to their help.

Stephen John

K&M Planning helped me find life insurance that fits my budget. I didn’t feel pushed—just guided

Daniel John

They made the process simple and stress-free. I got the right health plan without paying more than I needed.

Mia T

Honest, clear, and affordable. I got dental coverage for my whole family in less than a day.

Chris L

Finally—an insurance agent who listens first and sells later. Highly recommend K&M Planning.

Renee F

Ready to Get Started?

No matter where you live in North or South Carolina, K&M Planning is here to make insurance easy. Let’s talk about your needs and find the coverage that fits.

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