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Financial Planning

Comprehensive Strategies. Personalized Service.

Focused on providing you with comprehensive financial guidance.

The Conversation Starts Here

The Conversation Starts Here

Our process begins when we sit down for a thorough discussion with you about your goals, priorities, and long-term plans. We want to understand what matters most to you and learn more about any concerns that may impact your future.

Next we will take an in-depth look at your current situation and identify any challenges you may face when pursuing your goals. Only then will we develop and implement a comprehensive financial and investment strategy that’s built around your specific objectives.

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Ensure Your Plan Evolves With Your Goals

But the process doesn’t end there –we will continue to connect with you on a regular, ongoing basis, as much or as little as you like, to review your plan, check progress and make any adjustments based on life changes or other factors. This ongoing cycle ensures that as your goals evolve, so does your plan.
Let's Start a Conversation

Let's Start a Conversation

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Let's Start a Conversation

(800) 382-0564
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Let Us Guide You

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Stories and Insights

  • Broker

    Your Bank (“SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
    Please visit for more detailed information.

    *Please consult your tax-advisor for tax related issues.
    **Products and services offered through LPL Financial.

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:

    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.

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