Find the Certified Financial Planner™
Who's right for you.

Brad A. Tapscott, CFP®, CRPC®

Ameriprise Financial Services, Inc.

225 Seven Farms Dr
Ste 102
Daniel Island, SC 29492
Phone: (843) 284-1237
Fax: (843) 284-1238

Household Income Minimum: $100,000
Investable Asset Minimum: $200,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Job Loss
  • Startup
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.