Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Bringing Your Vision to Life

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.  We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

 With over 50 combined years of financial planning and investment experience, our team of professionals understands the ever-changing financial environment and can help you make the best decisions for your financial future.  Whether you are searching for long-term growth or immediate income, we have the tools necessary to put you on the path to success.  We specialize in Financial Planning and Wealth Management, serving clients in Mount Pleasant, Summerville, West Ashley, Kiawah Island, Daniel Island, Charleston, and all the surrounding areas.  We are continuing to grow with more offices to come throughout the state.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer. 

Helpful Content

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

 

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Rightsizing for Retirement

What does your home really cost?

Saving for College 101

Here’s a crash course on saving for college.

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