Ask a Charleston Financial Planner: Should You Be Refinancing?
Refinancing rates are constantly changing, but amidst the ongoing effects of the coronavirus pandemic, we have seen dramatic decreases...
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
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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Let's GoIn the Know
What Is Truly Important From a Financial Advisor in Mt. Pleasant SC
It is not over. This pandemic is still wreaking havoc with our lives. We still need to wear masks...
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Remote College vs Online School: What’s a Better Investment
With the ongoing coronavirus pandemic, students and faculty around the nation and the globe have experienced a sharp rise...
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The Financial Benefits of Board Games
The Rise of the Board Game Culture Not only can board games can save you money, but they can...
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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,...
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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...
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.