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  • 803.799.9503
  • 1523 Richland St.
  • Columbia, SC 29201


Thank you for visiting our website! The primary purpose of this site is to enhance the awareness of our firm’s capability in addressing the wealth management, retirement and financial planning needs of individuals and families and the investment management needs of institutions and charitable organizations. We are independent and powered by one of the nation’s largest Broker Dealers—LPL Financial*. This arrangement allows us to truly tailor strategies specifically designed to meet the unique needs of our clients; not the investment firm. 

“With almost 25 years of experience in the financial services arena, our firm is confident that we have the capability of working with you through all the various stages of your life.”

*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.

Helpful Content

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.


Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.


Making the most of surprises is a great reason to work with us.

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