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
- Asset allocation
- Healthcare costs
- Retirement Income
- Social Security/Medicare
- Required Minimum Distributions
- Wealth transfer