FAQ
What services do you offer as a financial advisor?
We offer a wide range of financial advisory services, including retirement planning, investment management, tax planning, education planning, estate planning, and insurance analysis. Our goal is to help you achieve financial independence and security.
Do you have a minimum amount of assets required to work together?
We believe everyone deserves access to financial guidance, so we don’t turn people away based on account size. For our managed accounts, we do have a minimum investment of $250,000. If you’re starting with less, we’re still happy to discuss your goals and provide guidance on the best next steps for your financial journey. For our existing clients who refer their family and friends we do not require a minimum. Feel free to reach out to us for a complimentary consultation.
How do you tailor financial plans to individual clients?
We begin with a comprehensive assessment of your current financial situation, goals, risk tolerance, and time horizon. Based on this information, we create a customized financial plan designed to meet your specific needs and objectives.
Are you a fiduciary?
Yes, we are fiduciaries for our advisory clients, which means we are legally and ethically obligated to act in your best interests. We prioritize transparency and integrity in all our dealings.
How are you compensated for your services?
We offer flexible compensation models, primarily operating on a fee-based structure. However, we may also earn commissions on certain products. Our commitment is to provide clear and transparent pricing structures that suit your preferences. To learn more about how financial professionals are compensated - CLICK HERE
How often will we meet to review my financial plan?
We recommend meeting at least annually to review your financial plan, but we are available for more frequent meetings as needed. Our approach is flexible, ensuring you receive the support and guidance you require. Feel free to call or text us at 864-879-0337 to schedule a review with your advisor
Can you help with retirement planning outside of South Carolina?
Absolutely! Our financial advisors are licensed throughout the US. We consider factors like state taxes, healthcare options, and the cost of living in our retirement planning services.
What should I bring to my first meeting with you?
For your initial consultation, please bring any relevant financial documents, such as recent tax returns, investment statements, and a list of your financial goals and concerns. This will help us better understand your situation and provide tailored advice. We also ask that your complete our Retirement Planning Profile - CLICK HERE
How do you stay updated with financial regulations and market trends?
Our team is committed to continuous education and professional development. We regularly attend industry conferences, participate in workshops, and stay informed about changes in financial regulations and market trends, seeking to provide you with the most current and effective advice.
How can I schedule a consultation?
You can schedule a consultation by calling our office, sending us an email, or texting us at 864-879-0337. We look forward to helping you achieve your financial goals!
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