Smart Planning, Sound Investing
You have worked hard to get where you are today. You need advice you can trust; someone who is paid only by you and is not told to sell you one product over another.
At Charleston financial advisors, we will help you create a sound strategy designed to enhance the wealth you have built. Our recommendations address topics such as:
What level of cash reserves should I maintain?
Should I consider using trusts to protect some of my assets?
Which retirement income sources should I tap first?
How much risk am I taking, and how much should I take?
What types of investments are appropriate for me?
We recognize no two clients are the same. We tailor our advice specifically for you. Together, we will create a plan to take you from where you are today, to where you want to be in 5, 10, or 20 years.