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Whatever your concerns, we are here to listen and help you thoughtfully consider your options. If any of these questions resonate with you, it’s time to sit down with your wealth advisor.
Life Events
What should I do in times of market volatility?
How do I know that I have the most optimal retirement plan available?
I am getting divorced. What happens to my assets?
If I sell my business, will I have enough to maintain my lifestyle and leave the legacy I want to leave?
How do I go about settling my loved one’s estate?
If I’m left unable to make important decisions, how can I make sure that my financial affairs are appropriately managed?
Education Planning
How much do I really need to save for college?
When should I start planning?
What are my college savings options?
Leaving a Legacy
Have I appropriately provided for my loved ones?
How can I effectively transfer wealth to the next generation?
How can I ensure that the trust I created is administered properly?
How can I make certain those institutions that are important to me continue to benefit from my giving?
Retirement
I am retiring soon. What do I need to do now?
What are my retirement investment options?
Will my money last through retirement?
How can I maximize the income generated from my portfolio?
Do I need long-term care insurance?
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.
