Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 19, 2024
Episode 2 - Saluting the Next Generation
Had the opportunity to speak about Our Community Salutes Midlands SC at the Aiken Chamber with VADM Chuck Munns, USN (Ret.)! Please check it out and share with your network!
https://open.spotify.com/episode/0NziFsqM94UHbr7oaD0OZc?flow_ctx=90dd14f9-1fa5-40d1-bf7a-fc0e258f1c46%3A1734666441&creation_point=https%3A%2F%2Fopen.spotify.com%2Fshow%2F3TsHtrc4PJCV4ScWjr6wDK%3Fsp_cid%3Dae088ec0b6fccba893b4b63e794e123f%26device%3Ddesktop%26si%3DI8jOmt7-TYWqLtfaVnx8pg
Thanks, Jim
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
November 13, 2024
Veterans talk about how military service influenced their lives during Aiken Rotary meeting
Very pleased to have my son and partner mentioned for leading a Veterans Forum at the Aiken Rotary Club.
https://www.postandcourier.com/aikenstandard/news/rotary-club-of-aiken-veterans/article_b1e13146-9ab9-11ef-92f4-63d3dc3de010.html
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.