Not everyone is knowledgeable about money and finances, however, it’s a learning process. Keep in mind you don’t know what you don’t know until you know it and we’re here to help. Gaining financial knowledge comes with time and some help. Let us help educate you on a wide range of topics from financial planning, 401k rollovers, and even investing. Let’s get started today to work towards expanding your financial knowledge. We’ll work with you through every step of the way. Give us a call to set up an appointment.
It’s often a common misconception that when switching employers your best and only option is to do a 401k rollover, but did you know you don’t have to? In reality, you have multiple options when managing your 401k account so be sure to know the 401k rollover rules. Your situation is unique from anyone else and so should your money management plan. Let us be your financial partner to help you determine if a 401k rollover is the best option for you. Get in touch with us today so we can begin successfully planning for your future!
The meaning of wealth isn’t necessarily defined solely by the dollars in our bank account or the value of our investments, but rather how those assets help us build memories with the people we love. There are rich people and wealthy people in life; the only difference being that wealth can be obtained without money. As your Johns Island Financial Advisor, we want you to experience everything life has to offer with the ones you love the most. Contact us today to set up an appointment!
You’re going somewhere, but is ‘somewhere’ really where you want to be? Life is a journey and managing your money effectively helps it become magnificent. Effective financial planning is the means by which you craft a journey towards a known destination and then make adjustments along the way. We know it can be challenging. We’re a Charleston Financial Planner and we want to help you define your ‘somewhere’ and then chart a course to get there. Let’s talk today!
Who says you can’t budget for your guilty pleasures? Well, we believe you can! Of course your budget may include things such as utility bills, gas, and groceries, but don’t be afraid to incorporate the fun things when creating a budget. Whether it’s a weekly case of beer or your next vacation to the Caribbean, don’t deprive yourself when it comes to your budget. It’s all about how you budget for these things, which can be difficult, but that’s why we’re here to help! Contact us today and let’s talk so we can help you create the perfect plan.