Building wealth through financial planning, so you can do the things you enjoy with the people you love
It will require greater and greater savings to achieve the same goals. Will you be able to afford to save what you need to reach your retirement dream if you put off starting now ?
Who will you be dependent on to make it through your retirement years ? Your children, the government, charities, your church. The vast majority of people don't plan to fail, they merely failed to plan.
Social Security should be viewed as a supplemental piece of the retirement puzzle, not an essential one. On average Social Security covers about 40% of a retiree's needed income. Where will the rest come from ?
You have worked too hard for too long to be unable to afford to retire. The dream of retirement is to spend your time doing what you enjoy doing with those you love, not punching a time clock to pay your bills.
The purpose of this meeting is for both of us to gather information. We want to discuss you... your goals, timetables and challenges you are facing
as well as the commitments needed to reach your goal.
Using your goals, timeframe and current financial situation we develop a Roadmap with you. This includes a step-by-step action plan to take you toward the future you desire.
Now that we know what you want your future to look like AND we have the plan to get there, the only thing left to decide is... Are you ready to take charge of your financial future?
Why? Because we have helped 100+ families plan for and retire with financial security. We are your experienced guide to a successful retirement.
We will meet with you 1-2x a year to review your progress, discuss changes in your life, family & vocation and provide advice that will be helpful as you navigate the storms that life brings to all of us.
Brian has a passion for helping clients protect their loved ones when life happens. He became a financial advisor 1989 and opened his own office in 1994 right here in Simpsonville. His financial planning experience, knowledge of retirement planning and tenure (experience) bring you confidence in choosing us.
Since 1994, Dave is a Certified Financial Planner™ who helps our investment clients in their pursuit of financial peace. His 25 years of financial planning experience is invaluable as we help our clients pursue financial peace in their golden years. We would love to be in your corner too... coaching you toward financial peace.
Michelle has been involved with the insurance and financial services industry since 1997. She understands the role of budgeting in financial planning having been a single mom. She is a Dave Ramsey Certified Master Financial Coach™ and can assist you in becoming debt free.
If you would like us to keep in touch with you by email provide us with your preferred email address
Most people have questions about when and how to invest their money,
here's an inside look at what Dave Ramsey's Investing Philosophy looks like.
But let's not forget, you should NEVER invest with a one size fits all prescription.
As a Smartvestor Pro financial advisor we can help you
design the retirement planning solution for your unique and individual situation.
Below you will also find interview questions to ask your recommended list of SmartAdvisor professionals
in an effort to help you to find the financial and investment planning that's right for you.
Finally, we are including "How Do I Know If We Are A Good Fit".
We have identified seven key characteristics of the financial planning clients we have our most enduring relationships with.
See if you can relate to these and if we might be a good fit.