Wherever you are along your journey, we're here to provide guidance - just when you need it most.
We understand that wealth is an integral part of your personal journey to help you and your loved ones pursue your goals and dreams. Just like your goals your plan should change over time and reflect the priorities most important to you at every stage. Whether you’re thinking about the best time to retire, funding your child or grandchild’s education, or looking for strategic guidance on diversifying your portfolio, we’re here to help.
If you are concerned the new tax bill may impact how you save and invest for retirement, now may be a good time to sit down with a South State Investment Services Financial Consultant to discuss your retirement options and determine a plan that best suits your goals.
With South State Investment Services, you’ll experience benefits including:
Whatever your concerns, we are here to listen and help you thoughtfully consider your options.
It starts with a conversation. If any of these questions resonate with you, it’s time to sit down with your wealth advisor.
Have you asked yourself these questions about retirement?
It’s a collaboration, from the beginning. You have questions and we have answers.
Have you considered these question about education planning?
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.