4 Pillars to Financial Legacy Planning
You are living your legacy every day! This is what is really meant by the phrase ‘legacy planning’. The...
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.
Get started on your journey
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.
Learn how to get started on your journey to financial freedom.
Let's GoIn the Know
5 Steps to Making a Financial Comeback
With the ongoing COVID-19 pandemic, many families around the world are being forced to navigate a variety of financial...
Read More
How to Rethink Your Perspective On Money
Does health, happiness, and success for you and your loved ones depend on money or your financial resources? Financial...
Read More
How to Become a Successful Financial Planner
Kyra Morris and Tiffany Ritchie, Charleston CERTIFIED FINANCIAL PLANNER™ professionals at Morris Financial Concepts Inc., recently joined Caleb Brown,...
Read More
4 Tips to Keep Your Holiday Spending Under Wraps
It’s the most wonderful time of the year! The holiday season brings with it the warmth of a cozy...
Read More
Divided We Stand: How the 2020 Election Will Impact Our Economy
How a Divided Federal Government May Help the Economy History shows the American economy prefers checks and balances. Since...
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.