Products & Services

It is our mission to do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. We believe that the education of clients helps them to better understand their current financial situation and is vital to the success of making prudent decisions concerning their future financial condition. We also understand that life brings many changes resulting in the need to re-evaluate your financial plans.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (803) 407-1040.

Tax Planning & Preparation:

  • Individual Tax Planning and Preparation
  • Corporate Tax Planning and Preparation
  • Business Start Up, Counsel, and Corporate Tax
  • Small Business Accounting
  • Income, Gift, and Estate Tax Preparation

Financial Planning:

  • Wealth & Estate Management
  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate plans

Financial Investing:

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • IRA : Traditional, Roth IRA, SEP IRA , Simple IRA
  • Treasury Bills & Treasury Notes
  • Annuities