Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Tax management
Investment management
Retirement strategies
South Carolina Teacher and Employee Retention Incentive (TERI)
Federal Government Thrift Savings Plan
Estate preservation
Insurance and annuity products
Tax planning-including ROTH conversions
Fee-based asset management
Retirement income planning
Elder Care & Estate Planning Services
Long Term Health Care planning
Educational Planning (529 Plans)
Identity Theft Protection Services