Financial Services


We’re here to help you feel

confident in your financial future.

Few things are more important than your financial security. You worked hard to get where you are, and you need to ensure your wealth will be protected for the future. It is critical to work with someone who understands your goals and needs—and can develop strategies to safeguard your interests.

Protect Your Wealth

Retirement Income Strategies

At TruNorth we create personalized retirement income strategies based on how the distribution of your assets should be structured to maximize your income.

Wealth Management

Our wealth management services are designed to help you adapt to your balances and make informed long-term choices. We offer guidance designed so you can get the most out of your wealth and build your net worth long- term. 

IRA / 401K

In many situations, it makes sense to maximize your options through diversification and thoughtful IRA planning. Depending on your situation, we can recommend a more diversified strategy or a risk-reducing approach. Our team can assit you with IRA rollover or help you explore retirement account options outside of your current solution.


Securing your financial future means being prepared and planning for the unexpected. Our team of retirement financial professional can help you explore your asset protection options.



Having an IRA legacy plan allows you to ensure that your ira transitions to the right beneficiary. Our team helps you with the process, and keeps yours and your beneficiaries information up-to-date.


Investment needs shift depending on where you are in life. For retirees, or those about to retire, we understand that liquidity and lower costs are paramount. We develop an investment strategy that best meets your specific needs.


Distribute Your Wealth



At TruNorth Advisory we understand that retirement comes with a nuances of taxes. Our team can help you choose tax efficient retirement strategies which can help you get the most value from your assets. We provide guidance and support when it comes to selecting the right strategy for you.


Much like keeping you diversified in your portfolio management, our team also strives for diversification from tax liability on your assets. Every custom tax plan utilizes a wide rang of tax strategies to best serve your needs, including proper charitable donations, tax efficient vehicles, properly built trust, and other strategic approaches.


Estate planning is always a critical part of your big-picture planning. It is necessary to protect and preserve your assets – just as it is essential to have a professionally prepared will or trust. Our team carefully employes estate-planning tactics in both our tax planning and asset protection initatives.



Although we do not sell long-term care policies, our team does review and analyze those policies. In many cases, having a highly startegic financial plan serves you betterthan an often overpriced long-term plan or underutilized insurance option. Ask us about the long-term care options and strategies we can provide to meet your needs.

In a world where the only constant is change and the only certainty is uncertainty, it is wise to have a plan for any eventuality. Financial planning for retirement is no exception. When you are no longer earning an income and transition to living off what you’ve put aside for retirement, it is inevitable that you will experience a change in lifestyle and likely that you will not have as much disposable income. However, with adequate preparation, you can expect to enjoy your retirement in relative comfort and to have all of your needs met. 


There tend to be more unexpected expenses as we age as well. These often come in the form of medical expenses, increases in the cost of utilities, commodities, and housing, and growing extended families. Grandchildren are a blessing, but the price of visits and gifts can certainly add up! Social security and pensions can help but are generally not enough by themselves to allow you to live comfortably. The sooner you begin planning your finances for retirement, the more you typically can enjoy yourself when you are no longer working. It is never too soon to start thinking about how you want to live when you retire and to take steps toward making that vision a reality.

The first step toward financial security in your retirement years is scheduling a meeting with one of the expert advisors at TruNorth. Without professional guidance, the task of even knowing where to begin with financial planning for retirement can be extremely daunting. 

TruNorth Advisors serves clients in multiple locations, so whether you are looking for Greenville financial services, Clemson financial services, or any of our other locations, you will be in good hands when you contact our team of retirement and investment professionals. 


During your meeting, we will discuss your options for growing, protecting, and distributing your wealth. Whichever stage of the financial planning for retirement you are in; growing your nest egg, managing your wealth while enjoying your retirement, or updating your estate plan to secure your legacy for your intended recipients, we are here to help you understand the retirement process and help you make choices that align with your financial goals.

Investing for retirement comes with its own special set of considerations. You’ll want to be able to access your funds when you need them while not allowing your money to simply stagnate. Your personalized financial plan might include the following: 


  • IRA: IRA stands for Individual Retirement Account, and they are a staple of most people’s retirement portfolios. They help you to save and accumulate funds for use in retirement and have the additional benefit of being tax-exempt. 


  • Equities: More commonly known as stocks, equities are shares in a publicly traded company. They have the potential to help you grow your wealth steadily over time, but they are never risk-free. A professional financial advisor can help you choose more stable and reliable equities to minimize the chance of making an unwise investment. 


  • Bonds: These are financial instruments issued by the government that offer a steady return. The rate at which they accumulate interest is generally lower than your earnings might be with equities, but they have the advantage of being stable and reliably safe. 


  • Property: We can help you choose the best way for the properties you own to earn you money. That might include renting, moving into a smaller property, or one that is easier to maintain, or even selling. But don’t worry; we will never pressure you into making any choices about your properties that you and your family are not comfortable with. We are here to present you with the best options and guide you through the processes. 


Keep in mind that any cash you have at hand can be put to work for your retirement as well. Between the financial instruments listed above, property, cash, and more, we can help you create a robust plan for your retirement finances.

If you are like many of our clients, your wealth is important not only for your own well-being in retirement, but also for your spouse, children, or other dependents. You want to be able to provide a good life for yourself and for your loved ones after you pass away. Gifts, trusts, living wills, estate planning, charitable donations, and more are all important to plan out while making retirement arrangements. These considerations can often present complex and difficult issues for our clients and their families, and you can trust us to provide financial options with honesty, integrity, and sensitivity to your individual situation.

One of the things we often hear from our clients is that they were reluctant about investing their retirement money before meeting with us because they were uncertain about the risks. After their initial meeting with TruNorth, they nearly always came away more confident and well-informed, and were much better prepared to move forward in their retirement planning.

Let TruNorth Help You Protect Your Wealth


If interested in any of our financial services, please give us a call at 864.800.1831 , email us at , or submit a form and someone will be in touch with you shortly.