Skip to Main Content

COVID-19 Updates: Our Response Branch Availability • FAQs • Stimulus Payments PPP Loan Forgiveness

South State Investment Services:
Time for a Financial Plan?

Let us provide guidance for what’s next.

Wherever you are on your financial journey, your local South State Investment Services Financial Consultant can help you review your options and determine a strategy to build a confident future.

Whether you are concerned about:

financial planning Financial Planning

Building your wealth Building Wealth

investment strategy Reviewing your investment strategy

lifetime income Creating a lifetime income stream

Health Insurance Protecting your family in case of the unexpected

Our local team can help you create a plan focused on your goals.

Broker

  • Let's Start the Conversation

    Schedule a consultation today.
We’re Here to Help

Creating a financial plan can help you move one step closer to pursuing your goals.
Work with a South State Investment Services Financial Consultant to:

Plan

Plan

Create a financial plan that incorporates your goals, potential healthcare costs, and retirement income needs.

Invest

Invest

Determine if you are saving enough and if your current investments are properly diversified.

Protect

Protect

Determine if you are properly insured to protect your savings and the ones you love in the event of the unexpected.


Key Ages for those Nearing Retirement:
Save Up

Save Up

Foundation of key accumulation years

Learn More
IRA Catch-Up Contributions

IRA Catch-Up Contributions

You can start making catch up contributions

Learn More
IRA withdrawals allowed

IRA withdrawals allowed

without the additional 10% early withdrawal penalty

Learn More
Claim Social Security

Claim Social Security

Minimum age to claim Social Security, but if you wait your check will be larger

Learn More
Enroll in Medicare

Enroll in Medicare

Time to Enroll

Learn More
Max Social Security Benefit

Max Social Security Benefit

If you start taking social security now, you will receive the maximum benefit.

Learn More
Celebrate!

Celebrate!

You’ve worked hard to save. It’s time to enjoy your retirement.

Learn More

Visit our advice center for articles on retirement, investing, saving, and more.

More Articles

  • Get Free Retirement Resources

    Access our Retirement Budget Worksheet when you sign up for our Monthly Retirement Newsletter

Contact Us

If you need financial guidance, we’re here to help.