Other Planning Myrtle Beach
Financial Planning Services Tailored to Your Unique Aspirations
How Our Planning Services Can Serve You
We understand that each individual’s financial journey is unique. Beyond our featured services such as retirement planning, exit planning, and insurance planning, we offer a range of other financial planning services designed to align with your specific life goals and milestones.
Whether you’re interesting in investing in real estate, planning for a major purchase, or managing unexpected expenses, our team is here to provide you with our knowledge and guidance.
Schedule a Complimentary Assessment Today
Serving the Myrtle Beach Community
We are committed to the Myrtle Beach community and dedicated to providing personalized advice that reflects your unique aspirations. Our local presence helps us better understand the unique needs and goals of our neighbors.
Planning Services for Myrtle Beach Business Owners
We support Myrtle Beach business owners by offering strategic financial guidance tailored to their unique challenges and opportunities. Our team helps business owners with cash flow management, succession planning, and investment strategies — to name. a few.
Our goal is to assist in building a solid financial plan to potentially help with your continued growth in the Grand Strand.
Planning Services for Myrtle Beach Retirees
Our planning services for Myrtle Beach retirees can help facilitate your financial goals in your latter years. We can help local retirees manage their savings, navigate Social Security benefits, and develop custom withdrawal strategies.
By understanding your lifestyle goals, we can craft a plan that can better help you enjoy your retirement years.
Planning Services for High-Net Worth Families in Myrtle Beach
We help high-net-worth families in Myrtle Beach navigate wealth management strategies that can protect and potentially grow their assets. Our services include investment management, tax planning, estate planning, and philanthropic giving.
We work closely with each family to understand their long-term goals and create a personalized plan that aligns with these aspirations.
Planning Services for Relocated Retirees Settling in Myrtle Beach
For relocated retirees, we offer financial planning to help them transition their finances smoothly to their new lifestyle in the Myrtle Beach area. Our services include reviewing and guiding adjustments to retirement plans, assessing real estate investments, and aligning your financial strategies to better suit your new local tax laws and cost of living.
At Riverbend, we aim to help make your relocation a smooth experience.
Ready to Discuss Other Planning Solutions?
Reach out to us today to schedule your complimentary financial assessment. Our team is ready to assist you with the intricacies of financial planning and develop a strategy that can help support your goals no matter your stage in life.
Other Planning Services for
Myrtle Beach Residents
Debt Management
Strategizing to help minimize and manage debt, with the goal of improving your overall financial health.
Real Estate Investment
Assessing real estate opportunities to diversify investments and help generate potential income.
Charitable Giving
Structuring charitable contributions to help maximize impact and receive possible tax benefits.
Lifestyle Planning
Aligning financial planning with lifestyle aspirations, aiming to provide resources to support desired quality of life.
Budgeting and Cash Flow
Analyzing and optimizing personal cash flow to support financial goals.
Why Choose Riverbend
Our team, including Jeremy Finger and Daniel Johnson, both with over 25 years of industry experience, is dedicated to understanding your lifestyle aspirations and concerns. We prioritize clear communication and detailed planning to help you navigate the complexities of your financial situation. Our tailored approach is designed to meet the specific needs of families and individuals living or relocating to South Carolina.
Fiduciary
We, along with all investment advisory representatives, are fiduciaries and, as such, we are required to put the interests of our clients ahead of our own.
Fee-Only
We are paid directly by you and do not receive commissions. We are required to provide objective advice.
Experienced
Our team, led by Jeremy Finger a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst (CIMA®), has decades of combined experience helping clients achieve their financial goals.
Customization
Every person is unique and deserves a tailored plan that matches their specific needs and objectives.
Partnership
We utilize Fidelity as our custodian and have access to some of their resources as part of that relationship.
Ready to Receive Guidance from Riverbend?
Start planning for your financial goals today. Contact us to learn how we can help you establish a foundation for your aspirations today and in the coming years.
