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, SC, TruNorth is here to serve current and future residents through every step of retirement planning. 

Built on a Foundation of Trust and Proven Financial Mastery

When you’re looking for a financial advisor in Greenville, SC, you want someone who is knowledgeable, dependable, and responsible. We know how important trust is to our clients and community, which is why our team is full of certified, trained, and experienced individuals. Along with advisory analysts and account specialists, TruNorth is comprised of Registered Financial Consultants (RFC), Registered Financial Associates (RFA), and Certified Financial Educators (CFED). 

With so much experience, we have built a foundation of trust in Greenville and intend to help many more individuals in the future. 

Our Approach: Putting Greenville Retirement Clients First

At TruNorth Advisors, we have adopted a client-centric philosophy that has shaped our success over the past 5 years. By listening, being transparent, putting client needs first, and keeping individual lifestyles in mind, we help you feel secure and comfortable with your retirement plans. 

• Attention

First and foremost, we are here to listen. Every client is different, has different needs, and deserves an individualized approach to retirement in Greenville. 

• Transparency

Our job is to make your retirement goals a reality. We are transparent with clients about what’s realistic and what might not be a good financial fit. You can also count on us to be honest about investment trajectories, account growth, and dips in the market. 

• Accountability to the Client First

Our financial advisors have a fiduciary duty to put your needs above all else. This means that our advice will always be catered to your success first, not growing a company portfolio. 

• Lifestyle Support

You deserve to enjoy your retirement at the pace you want. Whether your priority is travel, family support, local leisure, or healthcare, we’ll ensure your accounts are in order and ready for whatever comes next. 

Supporting Greenville’s Growth and Prosperity

If find yourself wondering is Greenville SC is a good place to retire? You may need to pay this town a visit! From Falls Park on the Reedy to downtown shopping, Greenville, SC, is a bustling community full of vibrant local businesses and amazing individuals. By helping individuals and families retire in Greenville, we are actively supporting this great community. 

Our Comprehensive Financial Services

Along with retirement planning, we also offer several financial services to help you in your golden years. 

• Investment Planning Services

When investing during retirement (or just before retirement), we focus on the liquidity of your assets, lower-risk options, and minimal costs for you. Whether you need a 401k set up, or want to focus on buying property, we can help you determine which investments make sense for your retirement in Greenville. 

• Income Planning

When you retire, your paycheck comes from yourself—not an employer. We help retirees in Greenville plan and budget for the lifestyle they want, without sacrificing quality of life. Planning out your retirement income helps you plan for inflation, unforeseen circumstances, and much more.

• Tax Planning

No one wants to think about taxes after retirement. Let our team of financial advisors in Greenville do the grunt work so you can focus on the scenery of the Blue Ridge Mountains. 

• Long-Term Care

From life insurance to Medicare, we’re also here to help with your long-term care needs in retirement. We work with brokers to find plans that work best for you, and create individualized solutions.

• Legacy Planning

Another large part of financial advisement in retirement is estate planning, wealth management, and protection. We help ensure all your ducks are in a row so that your assets and beneficiaries are taken care of.

Looking Ahead: Our Vision for the Future

Our goal is to continue to help people find financial advisement surrounding their retirement in Greenville. By financially empowering retirees, we will also continue to support this amazing community.