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TAKE OUR RETIREMENT QUIZ
864.800.1831
  • Login
    • TruNorth Portal
    • Charles Schwab
  • About Us
  • Financial Services
    • Investment Planning Services
      • 401K
      • IRA
      • Market Volatility Protection
      • Risk Management
    • Income Planning
      • Inflation, Spousal, and Longevity Plan
      • Social Security Advisor
    • Tax Planning
      • Withdrawal Strategies
    • Long-Term Care
      • Life Insurance
      • Medicare Advisor
    • Legacy Planning
      • Asset Protection
      • Estate Planning
      • IRA Legacy
      • Wealth Management
  • Resources
    • Our Blog
    • Our Media
    • Tax Bill Calculator
  • Locations
    • Greenville, SC
    • Asheville, NC
    • Clemson, SC
  • Attend An Event
  • Schedule a Meeting
  • Login
    • TruNorth Portal
    • Charles Schwab
  • About Us
  • Financial Services
    • Investment Planning Services
      • 401K
      • IRA
      • Market Volatility Protection
      • Risk Management
    • Income Planning
      • Inflation, Spousal, and Longevity Plan
      • Social Security Advisor
    • Tax Planning
      • Withdrawal Strategies
    • Long-Term Care
      • Life Insurance
      • Medicare Advisor
    • Legacy Planning
      • Asset Protection
      • Estate Planning
      • IRA Legacy
      • Wealth Management
  • Resources
    • Our Blog
    • Our Media
  • Locations
    • Greenville, SC
    • Asheville, NC
    • Clemson, SC
  • Attend An Event
  • Schedule A Meeting
What Should I Do With My 401(K) When I Retire?

What Should I Do With My 401(K) When I Retire?

by Matthew J. Dixon, RFC® | Nov 11, 2024 | Financial Retirement

When it comes to retirement, deciding what to do with your 401(K) is a key financial decision. Understanding your options can help ensure a smoother transition into retirement while maximizing your retirement savings. Explanation of the Main Options Available for Your...
What is Investment Planning: Understanding the Basics

What is Investment Planning: Understanding the Basics

by Matthew J. Dixon, RFC® | Oct 14, 2024 | Investing

Investment planning is a crucial process for managing your finances effectively. It involves setting up a strategy that aligns with your financial goals, risk tolerance, and future needs, ensuring long-term growth and stability. Without a solid investment plan,...
How a Retirement Financial Advisor Can Help You

How a Retirement Financial Advisor Can Help You

by Matthew J. Dixon, RFC® | Sep 20, 2024 | Financial Retirement

Retirement is one of the most significant financial milestones you’ll encounter. Working with a retirement financial advisor can provide peace of mind and help you make the best decisions for your future. But what exactly can they do for you? Why You Need a...
Experienced Retirement Advisors Serving Greenville, SC

Experienced Retirement Advisors Serving Greenville, SC

by Matthew J. Dixon, RFC® | Sep 1, 2024 | Financial Retirement

Over the years, we have seen firsthand how rewarding Greenville retirement can be. We have helped countless clients sort out their finances, navigate Medicare, make smart investments, and plan for the future. With a dedicated team of financial advisors in Greenville,...
Why Retire in Greenville, SC?

Why Retire in Greenville, SC?

by Matthew J. Dixon, RFC® | Aug 22, 2024 | Financial Retirement

If you’ve ever considered Retirement living in Greenville, SC, you’re in good company. This gorgeous town is home to thousands of residents enjoying their golden years. Thanks to the scenery, outdoor activities, attractions, and community, retirement living in...
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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