3 Best Financial Services in North Charleston, SC

“Jack Hutson has a master's degree in Personal Financial Planning from Kansas State and a bachelor's degree in finance from the College of Charleston. He holds Series 7, 66, and SIE securities licenses, plus life and health insurance licenses in South Carolina. He understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. His thorough knowledge of military pay and benefits enables him to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP), and take full advantage of other benefits. Jonathan will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.”

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“Cove Financial Solutions examines your current financial situation and determines your retirement needs. They are committed to helping people like yourself work toward the retirement you want. Caleb Thompson is the founder of Cove Financial Solutions. Caleb is a former public accountant with experience in individual and small business tax consultation and preparation. He is passionate about all of the details that make finances work and partnering with clients to help them make the most of their financial situation. In addition to being a CPA and CFP®, Caleb has an Accounting degree from Bob Jones University and a Master's degree in Taxation from Clemson University. At Cove Financial Solutions, they believe the mark of a life well spent is one where you are true to your values, such as honesty, hard work, and respect for others.”

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“Katherine Ponder earned her bachelor's and master's degrees from Louisiana State University. Using an established process, she builds personalized financial strategies for her clients to achieve their unique goals. First, Katherine Ponder takes the time to ask essential questions and truly understand their stories. Next, she constructs measurable objectives tailored to their circumstances. Once the strategies are implemented, Katherine Ponder maintains regular contact with her clients to help keep them on track. She provides a comprehensive service and regularly collaborates with clients' CPAs, attorneys, and other trusted professionals, always keeping client information confidential.”

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