Fixed vs. Variable Mortgage: Which One Suits Your Financial Plan Best?
Alongside the excitement of purchasing a new home, a crucial decision awaits: choosing between a fixed-rate mortgage and a...
Read MoreYour financial goals are personal.
Your journey to success should be too.
As an independent, fee-only financial planning firm in Charleston, SC, we are dedicated to providing personal, steadfast advocacy and academically-proven strategies to help you create a path toward achieving your financial goals.
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Our Services
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™ in Charleston, SC, 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.
Learn how to get started on your journey to financial freedom.
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Navigating Retirement Planning Amidst Fluctuating Interest Rates
For many Americans, retirement planning is already a challenging milestone. With interest rates reaching new heights in 2023 and...
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How to Maximize Employee Benefits for Effective Financial Planning
Whether you’re just starting your career or approaching retirement, learning to effectively leverage your employee benefits is crucial. Employee...
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A Life-Centered Approach to Financial Planning
Learn how the firm’s financial advisors are enhancing the long-standing life-centered approach to deliver clients more meaningful, purposeful guidance.
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Behavioral Finance and the Psychology of Investing
In today’s dynamic financial landscape, making sound investment decisions requires not only a keen understanding of market trends but...
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The Difference Between Strategic Financial Planning and Wealth Management
You’ve worked hard, you’ve saved diligently, and you’re now at a point where you’re eager to take your strategic...
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.