Retirement Planning Myrtle Beach

Planning Your Dream Retirement in the Heart of the Grand Strand

Retirement Planning for Your Ideal Myrtle Beach Lifestyle

Retirement planning is more than just crunching numbers; it’s about paving a path towards a fulfilling and purposeful new chapter in your life.

We understand the unique challenges and opportunities that come with retirement planning for life in Myrtle Beach. Our mission is to guide you through the intricacies of this process, helping to create sound financial strategies for life after your career.

Retirement Planning Services in Myrtle Beach

Schedule a No Obligation Complimentary Assessment Today

Our Approach to Retirement Planning in Myrtle Beach

Our team will work closely with you to develop a comprehensive retirement strategy that takes into account your current financial situation, future goals, and the unique challenges and opportunities present in Myrtle Beach.

By leveraging our understanding of the local economy, real estate market, and tax laws, we strive to create a plan that optimizes your resources and helps you build a solid foundation for your retirement years.

Learning About You
to Plan Your Retirement

Our services are designed to help you explore various aspects of retirement planning, such as analyzing your retirement needs, discussing Social Security optimization strategies, and examining tax-advantaged retirement plans. We can also provide information on distribution rules and taxation, and retirement income distribution.

During our retirement planning conversations, some of the questions that may arise include:

"Have I saved enough to maintain my quality of life in retirement?"

By analyzing your financial situation, anticipated expenses, and retirement income sources, we can develop strategies to help you reach your retirement savings goals, maintain your standard of living, and provide financial security throughout your retirement years.

"Are you on track for the retirement you desire?"

Assessing progress towards your retirement goals allows us to make informed adjustments to your financial plan. By comparing your current situation to your desired retirement lifestyle, we can implement strategies to help keep you on track.

"What's the best age for you to retire?"

Determining the optimal age for you to retire depends on various factors, such as your financial situation, health, and personal preferences. By considering these elements and analyzing your retirement savings and income sources, we can help you make an informed decision about when to transition into retirement.

Our Core Values


We tailor every retirement plan to align with your personal goals and the unique lifestyle that Myrtle Beach offers, aiming to create a path that’s distinctly yours.


Our strategies aim to help protect against future uncertainties, so you can enjoy your retirement years in the Grand Strand with greater confidence.

Holistic Approach

We look at the big picture, integrating all aspects of your finances for a cohesive retirement plan that aligns with your Myrtle Beach lifestyle.

Transparency and Trust

We prioritize transparency to foster trust, aiming to keep you well-informed and confident about your retirement plan as you navigate towards this new chapter.

Sustainable Growth

We focus on sustainable growth strategies to support your lifestyle throughout retirement, helping you to fully embrace the unique opportunities that life in Myrtle Beach offers.

Retirement Planning for Myrtle Beach Residents

Our knowledge lies in crafting personalized retirement strategies designed to align with your unique financial goals while adapting to life’s ever-changing circumstances and economic fluctuations. Whether you’re a mid-career professional aiming to maximize your savings, a pre-retiree preparing for your next chapter, or a high-net-worth individual seeking to preserve your wealth and legacy, our team is dedicated to helping you turn your retirement aspirations into reality.

Retirement planning for mid-career professionals in Myrtle Beach

Mid-Career Professionals in Myrtle Beach

For those in the prime of their careers, now is the ideal time to strengthen your retirement plan. We specialize in strategies that aim to optimize your savings potential during these critical earning years, working to build a robust foundation for your financial future.

Our advisors are here to provide guidance on your retirement saving plan with the goal of positioning you for a comfortable and fulfilling retirement.

Pre-retirees in Myrtle Beach

We recognize the intricacies of transitioning from accumulating savings to utilizing your retirement funds. Our team will work closely with you to make strategic adjustments to your plan, aiming to provide a reliable income stream throughout your retirement years.

We’ll also strive to help you monitor your investments so they align with your evolving lifestyle needs and risk tolerance as you approach retirement in Myrtle Beach.

High-Net-Worth Individuals in the Coastal Carolinas

For affluent individuals in the Myrtle Beach area, retirement planning extends beyond basic savings strategies. It encompasses preserving and growing your wealth, managing your assets for future generations, and achieving your philanthropic goals.

We offer personalized strategies designed to help preserve your wealth and support your desired retirement lifestyle, estate planning objectives, and legacy aspirations. 

Retirees Living the Myrtle Beach Dream

For retirees already enjoying the coastal charm of Myrtle Beach, the emphasis shifts from growing your wealth to strategically managing and distributing your assets to support your desired lifestyle.

Our retirement planning strategies are designed to help you optimize your income sources, adapt to evolving tax implications, and aim to make your assets work efficiently for you. 

Why Choose Us

We prioritize building personalized relationships, taking the time to listen to your unique aspirations, objectives, and concerns as you navigate retirement planning. By fostering a collaborative partnership, we strive to go beyond the traditional scope of retirement planning, working hand in hand with you to carefully craft a retirement strategy that aligns with your values and dreams.


We, along with all investment advisory representatives, are fiduciaries and, as such, are required to put the interests of our clients ahead of our own. 


We are paid directly by you and do not receive commissions. We are required to provide objective advice.


Our team, led by Certified Financial Planner and Certified Investment Management Analyst Jeremy Finger, has decades of combined experience helping clients achieve their financial goals.


Every person is unique and deserves a tailored plan that matches their specific needs and objectives.


We utilize Fidelity as our custodian and have access to some of their resources as part of that relationship.

Let's Build Your Future Together

Our mission is to help you transform your retirement aspirations into tangible results. We invite you to connect with us for a complimentary 15-minute retirement planning assessment, where we’ll provide personalized guidance on how you can potentially enhance your financial situation as you prepare for retirement in Myrtle Beach.

Schedule a No Obligation Complimentary Assessment Today

Frequently Asked Questions

Financial advisors, retirement planners, and certified financial planners (CFPs) who specialize in creating retirement strategies can provide valuable assistance in the retirement planning process. These professionals aim to offer personalized advice tailored to individual financial situations and future goals, helping clients navigate the complexities of retirement planning. However, it’s important to note that while their knowledge can be beneficial, no professional can guarantee specific outcomes, and individual circumstances will ultimately shape the effectiveness of any retirement plan.

The three main types of retirement plans are:

  1. Defined Benefit Plans: Traditional pension plans that pay a fixed, pre-determined benefit at retirement based on salary and years of service.
  2. Defined Contribution Plans: Retirement savings plans such as 401(k)s and 403(b)s, where the contributions are defined, but the future benefit varies based on investment performance.
  3. Individual Retirement Accounts (IRAs): Personal savings plans, including Traditional and Roth IRAs, offering tax advantages for retirement savings.

The 4% rule in retirement planning is a guideline suggesting that retirees can withdraw 4% of their retirement savings in the first year of retirement and adjust the amount for inflation each subsequent year. This strategy, which was started in the 1990s and might not be as applicable today, is designed to help retirement savings last for longer periods of time.

The two most popular personal retirement plans are:

  1. Traditional IRA (Individual Retirement Account): Allows pre-tax contributions to grow tax-deferred until withdrawals begin, which are then taxed as income.
  2. Roth IRA: Offers tax-free growth and tax-free withdrawals in retirement, provided certain conditions are met, with contributions made with after-tax dollars.

The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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