CURRAN FINANCIAL PARTNERS
672 Marina Drive, Suite 207, Charleston, SC 29492
Since 2015
Retirement Income Strategies, Wealth and Investment Management, Asset Protection, Estate and Tax Planning, Annuities, Charitable Giving, Probate, Trusts, Life Insurance, Tax-Efficient Strategies, Long Term Care, Retirement Accounts, IRA and 401K Rollovers, IRA Legacy Planning, Mutual Funds & Bonds
Serves also in Myrtle Beach ● They want to help you work toward your financial goals through the use of insurance and investment products ● Offers from tax-efficient strategies to investment advice to protecting some of your assets ● He understands the unique issues facing retirees and those saving for retirement and is committed to giving you the best advice and services possible
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NICHOLSON WEALTH MANAGEMENT GROUP
8 North Adgers Wharf, Charleston, SC 29401
Since 1993
Estate Planning Strategies, Institutional and Endowment Consulting, Succession Planning, Asset Allocation, Financial Planning & Asset Management
Expertise in portfolio management ● Provides comprehensive planning and investment counsel for high-net-worth families, foundations, endowments and select institutions ● They leverage technical analysis to identify and help protect their clients against risk ● They proactively manage your family’s and your company’s assets under one roof
TBR® Inspection Report
MONEYCOACH
887 Johnnie-Dodds Boulevard, Suite 213, Mount Pleasant, Charleston, SC 29464
Since 2016
Debt and Cash Flow Management, Estate Preservation, Retirement and Tax Planning, Investment Positioning, Life Risk Management, Insurance Consulting, Transition/Life, College Affordability Planning & Business Consulting
Focuses on guiding families through enjoying more of every dollar they earn ● They are a fee-only fiduciary firm ● The scope of work with help their clients with is broad ● They will then create your customized plan to get you there efficiently ● They take the time to learn from them what their concerns are, what they want to accomplish
Price: $1000/year
TBR® Inspection Report