Charleston - Financial Planner

Financial Planning

No matter where we connect along your journey, success in reaching your financial goals depends on the strength of your plan. We work with each client to develop a roadmap engineered to lead you to success. It starts with building a comprehensive financial plan which acts as both a compass to keep you on your optimal path, and a means for charting your progress.

Investment Advisory

If your financial success is a result of already having an effective financial plan in place, our team offers clients investment advisory services. In these circumstances, we work with a client’s existing financial plan to help determine your optimal asset allocation and align your portfolio with your goals. We’re always guided by what is best for the client, it’s part of our fiduciary responsibility to you.

Life, Disability, and Long-Term Care Insurance

Our Risk Management services provide you with the peace of mind that you are well-protected should the unexpected happen. As your partner, we work with you to identify your risk management needs for your family, business, and estate as part of your holistic and comprehensive financial plan. We can then introduce you to partner services we’ve carefully selected to address your individual needs.

Business Services

Creation and preservation of business value, liquidity planning with the greatest tax efficiency, and meeting business, ownership and family objectives upon eventual sale or transfer, all require careful planning. As with every client, our process with a business owner starts with a conversation for our team to fully understand your goals and situation. The scope of our work depends on what you need and spans comprehensive owner exit strategies to specific initiatives such as performance-based incentive plans or business continuity and estate plans.

College Planning

We focus on identifying strategies that leverage your unique situation to help you save ON college costs, and not just FOR college. Our partnership with Collegiate Funding solutions allows us to take into consideration specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies, and options for covering shortfalls.