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Investments & Financial Plans

Comprehensive Strategies. Personalized Service.

At South State Investment Services we are focused on providing you with comprehensive financial guidance for all of your investment and financial planning needs. With our experience and in-depth knowledge of the financial markets, we can provide you with a strategic blueprint for how to pursue your goals.

Using a thorough discovery process and review of your current financial plan, we work to understand what is most important to you, your risk tolerance, your family dynamics and your investment experience. Then coordinating with you and your trusted financial partners, we develop a comprehensive strategy that is customized specifically for your needs and flexible enough to change over time taking into account market fluctuations, developing strategies and your changing life goals.

Unlike some other firms that use standardized solutions and proprietary products, we are free to recommend only the strategies we feel best align with what is most important to you. Utilizing a wide range of investment strategies, our goal is to always provide personalized solutions for your unique financial situation.

Key Financial Planning Concerns we can help you address

Our Financial Planning Process

Building an in-depth financial plan is a complex process that requires a detailed understanding of your complete financial picture.

Our process begins with a thorough discussion of your current financial situation and your long term goals. We will discuss your current investments, time horizon, risk tolerance, liquidity requirements as well as important family dynamics that will impact your plan.

After a comprehensive review of your overall financial picture we will recommend a strategy that we feel will help you best pursue your financial goals.

After taking into account any questions and concerns, we will create and implement a personalized plan that focuses on your unique situation.

Our communication approach is based solely on your preference with an emphasis on fostering a trusted relationship that encourages an open exchange of ideas and shared concerns. We are happy to meet with you anytime to discuss your portfolio performance and we will proactively reach out whenever opportunities arise to help grow your wealth.

After your plan is in place, we will continue to monitor your portfolio on an ongoing basis and discuss changes that we feel are necessary to keep you on track to pursue your goals.

For more information about investments and financial planning or to schedule an appointment, call 800-382-0564.

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