No matter how you define it, we have a plan

CONNECT

Address:

807 GERVAIS ST STE 302
Columbia, SC 29201

Phone:

803.937.4464

Fax/Other:

803.937.4464

Our Family Approach

Is it an appropriate recommendation(s) based upon the information you have provided and what we know of your goals and objectives?

Have we gone over the potential risks and rewards of the strategy clearly and you understand what “might” happen as well as what “could” happen?

What steps are available in the event we need to change the strategy? Meaning, is there agreement on a game plan if this does not go as planned? 

Can we all agree to follow the strategy for the recommended period of time? If you are in a 10-year investment plan, passing judgement on success or failure two weeks into it may not give the strategy the proper time frame.  

If we cover the above questions, then we believe we are on the right track. How much we value our work is in making sure those four questions can be agreed on. 

OUR FAMILY COMMITMENTS

  • To provide a welcoming environment where you can feel comfortable to share goals and ideas.
  • To communicate with you as any family would, in good times and bad. Celebrating moments and milestones, grieving and honoring family members who pass-on.
  • To be treated with the respect you expect and deserve.
  • To always make appropriate recommendations and decisions based upon your families needs above all others.
  • To provide customized investment strategies.
  • To be available when needed.

OUR FAMILY VALUES

Anyone can have a business relationship with a professional. When it comes to your personal finances, retirement, estate planning, and insurance needs, having a professional that knows you as family can hold a special place. The ability to understand, listen, and share insight holds a place at the dining room table just as it holds a place in our conference room.