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Goal-Based Planning

Let's Prioritize Your Future

We'll listen carefully and help you plan for your most important financial goals.

Life Changes Can Impact Your Goals at Any Stage of Life 

Things like marriage, divorce, job changes or children can realign priorities and create new challenges.

Planning is Crucial

 At SouthState Investment Services, we work to understand your unique financial goals and gain clarity on what is most important to you.  With a deep understanding of what matters most, we can create personalized financial, retirement and education recommendations based on your specific needs and aspirations. 
Together we can look at:
  • How much you should save monthly to pursue your goals
  • If you are currently on target or if you need to make adjustments based on your time horizon
  • How can things like market volatility, inflation and healthcare costs impact your plan
  • What opportunities are available in the market today that may help you stay on track
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As Your Goals Change, So Should Your Plan

We’re here to guide you through any major life changes and make appropriate adjustments to keep you on the right track. Wherever you are on your financial journey, we’re here to serve as a trusted partner and assist you along the way.
Are You Ready for Retirement?
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Are You Ready for Retirement?

Try our retirement calculator to see how much you need to save.
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Comprehensive Financial Guidance

At SouthState Investment Services we are focused on providing you with comprehensive financial guidance for all of your investment and financial planning needs. With our experience and in-depth knowledge of the financial markets, we can provide you with a strategic blueprint for how to pursue your goals.
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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Find a Local Advisor

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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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