Whether you’re getting married, changing jobs, saving for college or planning for retirement, most likely your finances are on your mind. To help, we have a list of some important things you should consider.
We focus on your unique investment situation and will design a plan with you and your family’s financial success in mind.
No matter where you are on your financial journey, South State’s Investment Services team is committed to helping you find strategies for your financial needs. At South State, you will find an experienced team of Investment Consultants who respect your unique experiences, risk tolerance and perspectives, and most importantly, value your relationship. As our valued client, we will listen closely to your goals and utilize the latest industry research and solutions to help you develop a comprehensive financial plan. We will also continue to monitor your portfolio and help you make adjustments when necessary to reflect your changing needs and goals.
Whether you are concerned about retirement, income, college savings, tax-efficient* strategies or other investment needs, we are here to help you plan for a confident future.
Your South State Investment Services team will:
Listen to your concerns and goals
Provide an in-depth review of your current financial situation
Determine a strategy that fits your needs and risk tolerance
Implement a customized, comprehensive financial plan
Monitor your plan and make adjustments when necessary
We offer access to these products and services**
Government Agency Issues
Fixed and Variable Annuities
401(k) Rollovers and Self-directed IRAs
Comprehensive Financial Plans
Asset Allocation and Portfolio Monitoring
Retirement and Income Strategies
College Savings Plans
*Please consult your tax-advisor for tax related issues.
**Products and services offered through LPL Financial.
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.
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not a Bank Deposit
Not Insured by any Federal Government Agency
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.