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We offer different service contract options to enable us to best meet your individual needs.  Account minimums and fees may be negotiable. We may take hourly or project work on a case-by-case basis. Please contact us for more information, or to schedule a no-obligation meeting to discuss your situation.

Financial Planning


We can provide financial planning services for an annual fee that may include some or all of the following:


  • Retirement Planning


  • Retirement Spending Strategies


  • Investment Review and Recommendations


  • Education Planning for Children or Grandchildren


  • Insurance Review and Risk Management Strategies


  • Cash Flow Managment and Budgeting


  • Estate Planning and Document Review


  • Charitable Giving Strategies


  • Tax Planning and Review

Charleston Fee-Only Financial Planner
Investment Management


Our investment management services include the following:


  • Customized Portfolio Construction


  • Implementation of Investment Recommendations


  • On-going Portfolio Rebalancing


  • Customized Quarterly Reporting


  • Relevent Market Insight Emails


  • No-Hassle Fee Deductions


  • Money Movement Services 


We can provide investment management services in conjunction with financial planning services, or as a stand-alone service. Our fees are based as a percentage of assets under management, with applicable minimum fee amounts depending on other services rendered.   


We utilize a third-party platform at Trade PMR, Inc., Member FINRA/SIPC, with First Clearing LLC as custodian of all client assets. We do not take physical custody of your investments, but instead assume permissions to excute trades on your behalf.   

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