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Comprehensive Financial Plans

Plan for Your Financial Needs and Goals For the Future

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

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Comprehensive Financial Plans


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 and 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.
Now’s a good time to review your portfolio and discuss your financial needs and goals for the future.
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    Your Bank (“SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
    Please visit for more detailed information.

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

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:

    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.

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