A Golf State of Mind by a Charleston Financial Planner
By Sean Palmer, Associate Financial Planner at MFC Avid golfers know that the nature of the game requires patience,...
Read MoreYour financial goals are personal.
Your journey to success should be too.
As an independent, fee-only financial planning firm we are dedicated to providing personal, steadfast advocacy and academically-proven strategies to help you create a path towards achieving your financial goals.
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Our Services
Financial Planning
Using a holistic approach to understand your unique financial situation, we can help you identify specific financial planning goals and set a path towards success.
Tax Strategy
Using tools like investment selection, real estate analysis, debt management and college savings vehicles, our tax professionals will optimize your financial planning resources.
Retirement Planning
Preparing for your financial future starts today. We can help you put everything in place now for your financial path, so there is no need to worry tomorrow.
Legacy Planning
Working with a CERTIFIED FINANCIAL PLANNER™ will help grant you the peace of mind that your hard earned estate will be passed along in the manner you intend.
Giving Back
Being good stewards of your wealth can incorporate giving back. Whether you’re gifting education or fulfilling charitable desires, we can provide financial guidance and direction.
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Best Laid Plans: Tips for Rescheduling Events
During the uncertain, chaotic period brought on by the rise in COVID-19 cases, effective management of the event planning...
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Wine Philosophy by a Charleston Financial Planner
By Tiffany Ritchie, Certified Financial Planner at MFC Wine lovers know that the perfect glass of wine isn’t just...
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Wellness Journey with a Charleston Financial Planner
By Kyra Hollowell Morris, Certified Financial Planner & Founder Our Morris Financial Concepts team is always looking for ways...
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Is Pet Insurance Worth It: A Charleston Financial Planner’s Perspective
Pets often act in such a human-like manner that we forget they aren’t actually our children. Even so, pets...
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Five Rules to Improve Your Financial Health
Personal financial goals are all too important when planning for a healthy and happy future, but can certainly be...
Read MoreCFP® certification is a voluntary certification granted in the United States by Certified Financial Planner Board of Standards, Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Individuals who become certified are required to complete continuing education.