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No matter how you define it, we have a plan

807 GERVAIS ST STE 302
Columbia, SC 29201
Phone:
  • 803.937.4464
Fax:
  • 803.937.4464

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Please feel free to contact us with any questions.

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Modern Family Asset Management

Your Financial Advisor In Columbia, SC

 

At Modern Family Asset Management, we are committed to our clients. We are an independent financial planning firm, serving as your local financial advisor in Columbia, SC. Our advisors are registered representatives with LPL Financial. With over 60 years of combined experience, we have built many rewarding relationships with clients, and we hope to do the same with you.

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Planning For Your Needs

We take our responsibilities very seriously, and we treat our clients like family. Before making any recommendations, we will set up time for a consultation, where we will discuss your goals and needs. We will then build a customized plan around your goals and keep you informed throughout every stage of the process. We always work closely with you to ensure you understand our recommendations and the state of your assets. We are not in the sales business, we are here to listen to you and provide advice to support your needs.

Our Services

Whether you’re new to investing, planning for an early retirement, need assistance with an estate plan, or facing any of a number of personal financial scenarios, we are here to help.

Financial Planning

We’ll work closely with you to understand your unique financial situation, identify actionable goals, and outline a path toward success.

Estate & Legacy Planning

You’ve worked hard for what you’ve earned, and it’s important to know that it will be taken care of according to your wishes when you’re gone.

Portfolio Management

With a personalized approach, we can help you build and manage an investment portfolio that reflects your risk preferences, goals, and other needs.

Retirement Planning

No matter where you are in the retirement planning process, we can make recommendations to help you prepare for your financial future.

Annuities

Fixed income annuities can help you plan for a future in retirement in which a portion of your income is secure.

Education Funds

Costs for higher education continue to rise. Do you have a plan in place to afford the education your children need to succeed?

Insurance

We go beyond financial planning, offering a range of insurance products to provide financial protection for life events you can’t plan for.

Medigap

We can help you understand and get the right Medicare supplemental insurance plans for your needs.

Get Started!

Book an appointment to discuss your needs with us today!

Who We Are

Fred M. Quattlebaum

Managing Partner / Financial Advisor

Fred has been working in the financial services industry for over 35 years. He focuses on building multi-faceted strategies that acocunt for the big picture, always working closely with clients to support their personal goals.

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LPL Financial

LPL Financial is a leading financial services company and one of the largest independent broker/dealers in the nation. For over 40 years, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth.

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Why Work With Us?

We make the following commitments to our clients:

  • Providing a welcoming enviroment where you feel comfortable to share goals and ideas
  • Communication in both good and bad times and celebrating major moments and milestones in your life
  • To treat you with respect you expect and deserve
  • To always make appropriate recommendations and decisions based on your needs
  • To provide customized investment strategies

Let's Get Started

The first step is to set up an appointment do discuss your current financial situation and goals. To book an appointment, simply contact us today. We look forward to working with you.

 

Contact us today to schedule an appointment!