Whether you’re just starting out, thinking about retirement or somewhere in between, we can help.
After graduating, you’re ready to be independent and set out on your own. Still, there can be a lot of things that seem overwhelming, like figuring out how to put together a budget or building your credit. We provide helpful tips and resources to get you started.Learn More
As you work your way up the corporate ladder, we know you have important financial decisions to make along the way, such as starting a 401K, understanding all of your employee benefits and contemplating some of your first big purchases. Let us help you navigate through this important milestone.Learn More
Whether you’re thinking about marriage or building a life partnership with a significant other, settling down is an important step in your life and there are big decisions to make. We’ll walk you through managing a joint bank account, purchasing your first home together and strategies for making your future financial dreams a reality.Learn More
Your family is growing, and so are your responsibilities. It can be overwhelming to think about saving for college tuition, buying a bigger home and even teaching your children about finances. We’ll offer plenty of resources to make these new challenges a lot less challenging.Learn More
You’ve been thinking about the day you can retire for a while. In the meantime, we’ll help you prepare. So when the moment arrives, you can relax and enjoy it.Learn More
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. South State Bank and South State Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Advisory Services offered through LPL Financial, a Registered Investment Advisor.
*Please consult your tax-advisor for tax related issues.
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not Insured by any Federal Government Agency||Not a Bank Deposit|
The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.