What We Do

We are a comprehensive financial planning firm that began in 2002 in Spartanburg, SC. Since that time, our team has helped clients plan for and live in retirement.

We have a fiduciary duty, both ethically and legally, to put our clients' best interests first in advisory relationships. We do that by gathering information from you, asking questions about your finances, family, estate planning, and tax situation. We look to discover what risks you have assumed and therefore may be exposed to. Furthermore, we want to know what is most important to you. This allows us to begin building a customized comprehensive plan for you.

Who We Serve

We primarily help individuals and families who are preparing for retirement or are already retired. For some people, retirement is just around the corner, and for others, it is off in the distance. The people we serve typically ask these questions:

Will I be OK? I do not want to run out of money.
Is there a way to lower our taxes, now and in the future?
Will I be able to afford a new home?
I'm not sure how my estate plan is setup - can you help me understand it?
We want to help save toward our grandchildrens' education - what's the best way to do that?
How do we turn our retirement savings into retirement income?