CUSTOMIZED SOLUTIONS
AND SERVICES

Our investment philosophy is to take as little financial risk as possible to accomplish your life goals. We believe that everyone should have a comprehensive financial plan. We are nimble, so we can serve you how you want to be served. We help people in areas including retirement planning, multi-generational legacy planning, college planning, philanthropy, qualified retirement plan advisory services for businesses and much more.

CUSTOMIZED SOLUTIONS
AND SERVICES

Our investment philosophy is to take as little financial risk as possible to accomplish your life goals. We believe that everyone should have a comprehensive financial plan. We are nimble, so we can serve you how you want to be served. We help people in areas including retirement planning, multi-generational legacy planning, college planning, philanthropy, qualified retirement plan advisory services for businesses and much more.

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Simple, Clear Process

Whether you’re here in Charleston or thousands of miles away, we have the resources and the process to make it easy for you to get the solutions and the service that you deserve.

Initial Consultation

We meet with you at no charge in person or on the phone for as long as it takes to get to know your overall situation, your needs, your goals and your aspirations. We take the time to make it easy for you to clarify where you are, where you want to go and what’s most important to you.

Thoughts and Recommendations

After carefully analyzing your overall situation, goals and aspirations, we discuss our thoughts and recommendations with you. We also give you a clear picture of our fees and how they will be billed. We call this the “are we a great fit” meeting. At this point, it is almost always obvious to you and us whether we will deliver the value you deserve and whether you are comfortable with how we manage relationships.

Implementation

Once we have mutually decided to work together, we strive to make all account opening, transfer and resource set up and implementation as fast, efficient and easy for you as possible. By this point we have devised a short and long term financial and life goal “to do” list which prioritizes our services to you.

Ongoing Service

We meet with you on the phone or in person, as often as you need, in a structure that’s customized to you. Our consistent communication is tailored to fit your lifestyle to help you maneuver the constantly changing landscape of your life.

We are in this business to serve people. Our average client relationship is currently over 15 years with most spanning multiple generations. We never accept compensation from a new relationship unless we are confident that we will deliver tremendous value to your life, so if we believe you are in good shape where you are, we will tell you. If we aren’t a good fit, we will do everything we can to help you find the right place for you.