803.941.4440 | Chapin, SC

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Charitable Gifting Planning

Estate Planning

Tax Planning

Income Management

Insurance Planning

Longevity Planning

Facing the prospect of retirement now or sometime in the future can be daunting.  Will my money last?  Will my health hold up?  What happens if it doesn't and how do I pay for that?  How do I transfer wealth to my family or charity effectively? How do I avoid excessive taxes?  


Everyone's situation is unique, which requires a unique plan to address them.  Our ongoing Planning Process is designed to help you discover issues you may not have even thought of and implement solutions that fit your situation.  We will not attempt to sell you fancy and expensive products or "solve" problems that don't really exist.  Our goal is to help you succeed.  Period.

Cash Flow Planning

Social Security Planning

Investment Management

Retirement Planning

What does "retirement" mean to you?  With the definition of traditional retirement rapidly changing, we help you integrate all aspects of your financial life as you prepare to transition into your version of "retirement".