Build Your Wealth
Feel Confident in Your Future
We'll help you create a blueprint for what's next.
Investment & Financial Planning
Detailed Plans Built Around Your Goals
You need a partner that understands where you are today, as well as where you want to go in the future. Your Financial Consultant will sit down with you to better understand your goals and curate a personalized strategy specifically for you.
Comprehensive Financial Plans
Investment Strategies That Focus on You
While some firms use proprietary products and standardized solutions, we are free to recommend the strategies that fit with what's most important to you. With a wide range of investment options to choose from, our goal is to always provide a personalized plan that puts you first.
Retirement Savings
How Much Money Do You Need to Retire?
There are many factors to consider when planning a retirement income stream. Outpacing inflation, market fluctuations, healthcare risks and the uncertainty of Social Security. We can help you review your options and build a plan for a confident future.
Asset Allocation & Portfolio Monitoring
As Your Goals Change So Should Your Plan
Your financial plan should be a reflection of you built around your long term vision. As your life changes, so should your financial plan. This means checking back on your portfolio regularly and making adjustments as your goals change or you near retirement. We're here to help keep you on track and address any challenges that arise along the way.
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Your Bank (“SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
*Please consult your tax-advisor for tax related issues.
**Products and services offered through LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
