3 Best Financial Services in Columbia, SC

Here’s The Deal:
Preservation Specialists, LLC is an independent planning firm. Patrick Strubbe is the Founder & Managing Partner of the firm. Their goal is to help you live your retirement with confidence, and they believe that if your retirement is free from worry, you can focus on the important things in life. Regardless of age, retirement should be about discovering your purpose, living with passion, self-reliance, transformation, and creative self-expression. Retirement is about doing what you want, when you want, where you want, with whom you wish to, at the time you want, on your terms. The firm focuses on working with retirees and people planning for their retirement. They help individuals and families work toward achieving their ideal retirements. They designed their custom planning process to provide a framework for making informed decisions about working together. As important, you will finish this process with a firm understanding of where you stand in the six areas they believe are key to retirement success. Contact them today for an appointment.

UNIQUE FACTS:
• Online Appointment.

Here’s The Deal:
Cornerstone Financial Management is one of the leading financial firm in Columbia. Ken Calcutt is the founder of Cornerstone Financial Management. He completed the graduation from the University of South Carolina in 2000 with a degree in finance and started in the financial planning industry in 2004. After ten years in the industry, he started his own practice in August 2014. The firm currently has four licensed financial advisors, one licensed financial advisor assistant, and four support staff members. The team is made up of dedicated, hardworking professionals who are committed to helping you gain financial confidence in every aspect of your life. They offer each client thorough financial and investment assessments and strategies based on their situation, goals, and objectives. They also will create a comprehensive financial plan that reflects your values, addresses your concerns, and helps you perform toward your short and long-term financial goals. They have years of experience helping residents of Columbia, Lexington, and surrounding areas manage their finances effectively.

Here’s The Deal:
Beckett Financial Group is a well-known financial group in West Columbia. JB Beckett is the founder of the firm. He has been an advisor for 24 years in the Financial Group. The advisors of Beckett Financial Group specialize in retirement planning, individual and group life insurance, long-term care insurance, group disability coverage, and college savings plans. As an independent company, they have the freedom to make decisions and work without any external ownership or control with their financial planning strategies. They are affiliated with over 30 different carriers, allowing them the freedom to tailor individual plans to each client’s specific needs & objectives. At Beckett Financial Group, they offer guidance not only for trusted advisors but also for experienced advisors. Their team has become a staple of West Columbia through years of hard work and community engagement. They help their clients develop a financial plan that protects assets and seeks safe growth opportunities.

UNIQUE FACTS:
• Complimentary Event
• Workshops.