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 strategy that’s built around your specific objectives.
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.
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.
NOTICE OF CUSTOMER IDENTIFICATION PROGRAM
IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.