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:

• Retirement strategies
• South Carolina Teacher and Employee Retention Incentive (TERI)
• Federal Government Thrift Savings Plan
• Insurance and annuity products
• IRA and 401K planning
• 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 & Restoration Services through Legal Shield