803.941.4440 | Chapin, SC

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How We are Planning for You

We improve your financial life now while planning for your future.  We plan for your business and integrate that into your personal plan.  Planning is an active, ongoing process that stems from your personal goals, concerns and aspirations to find the best financial balance for you. 

WHO DO WE WORK WITH?

Do You Own a Business?  We plan for that.  We integrate your personal and business planning to give you a full picture of your financial life.  Our Practice Management services help you run your business instead of your business running you. Read more...

 

Are You Retired (or hope to)?  We plan for that.  Retirement planning is the backbone of most financial plans, but it is far from the only component.  We design your plan around your needs now and in retirement.  We integrate Social Security planning, risk management, investments, tax planning, cash flow, debt management and more into your overall plan.  Then we implement and keep a close eye on everything for you.  Goals and priorities change and we are there with you to navigate those changes. Read more...

 

Need Help Making the Best Use of Your High Income? We plan for that. Earning substantial income comes with a set of complications - employee benefits, stock options, retirement planning, debt repayment, investment planning, education planning and cash flow problems.  We help define, prioritize and give you the tools to reach your financial goals.  Read more...

 

Do You Need Help With Your Investments?  We plan for that.  If you have gathered some assets and are not sure you are investing them in a way that makes sense for you in the long run, we can help.  We focus on long term, structured investments that focus on the scientifically proven components of return.  You don't have to predict the future of the markets or settle for index funds.  There is a better way. Call us...

 

 

DO WE FIT?

We aren't the right fit for everyone...  

 

We work with motivated, successful people who want to maximize their time and resources. We help you discover what you really want in life and then develop and execute the plan to get you there.

 

Unlike typical financial planners, we do not require a minimum asset level to begin planning. Asset growth stems from proactive planning - not the other way around. We don't sell any products and always do what is best for you.

 

Planning starts now!  We can help...