Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $100,000
Investable Asset Minimum: $250,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Buying a Home
- Charitable & Planned Giving
- Annuities
- Asset Allocation
- Estate Planning
- Investment Management
- Government & Military
- Limited Partnerships
- Employee Benefits
- Mutual Funds
- Insurance
- Life Planning
- Retirement
- Stocks & Bonds
- Long-term Care
- Starting a Family
- Succession Planning
- Sudden Wealth
- Personal Taxes
About My Practice
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 6, 63, 65
Insurance Licenses
Life insurance: SC, Health/disability insurance: SC, Property/casualty, Fixed annuities: SC, Variable annuities: SC
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
LPL Financial
How Planner Charges
Considerations: Clients pay an annual advisory fee for values-based comprehensive planning and advice from our team to get entire financial house in order and keep it there.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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3200 Devine St
Ste 200
Columbia
SC
29205
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3200 Devine St
Ste 200
Columbia
SC
29205
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Select
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3200 Devine St
Ste 200
Columbia
SC
29205
|
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