Our focus is on the retiree who relocated to the Myrtle Beach area. For retirees deep financial planning, income optimization, risk management, and estate planning guidance. For business local owners, retirement plan evaluation, personal financial planning, risk management and estate planning guidance.
We are paid by you and no one else. No commissions. No sales pitches.
We are legally and ethically bound to put your interest first, above anyone else.
You simply get, Honest. Objective. Advice.
If you have one issue or would like us to look at your overall situation, we are here for you.
You can choose assets under management fee, or have negotiated rate pricing. As always, our initial consultation is always free.
We have access to large and well known financial institutions, like Fidelity and Goldman Sachs. We have chosen Fidelity as the custodian of your investments.
Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit Fidelity.com.
We also work with your CPA to do advanced income tax planning. We use some of the most sophisticated risk management tools in the world. The depth and breadth of our services are based on your needs and what is important to you.