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
*Please consult your tax-advisor for tax related issues.
**Products and services offered through LPL Financial.