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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Gaining a better understanding of municipal bonds makes more sense than ever.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How long does a $20 bill last?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What is your plan for health care during retirement?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.