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Retirement Planning

Feel Confident in Your Retirement Plan

We'll work together to plan and save for your retirement goals.

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What To Consider

When it comes to retirement planning, there are many challenges as well as investment options to consider.
  • When is the right time to retire?
  • Am I saving enough?
  • How can I maintain my lifestyle during my retirement years?
Not to mention assumptions you need to make about inflation, Social Security benefits, longevity and health care expenses during retirement.

We Can Provide Personal Guidance

At SouthState Investment Services, we can provide personal guidance and advice to help you determine your retirement goals and how you can pursue them. Your local Financial Consultant can help you:
  • Determine an appropriate retirement saving goal based on anticipated future living expenses
  • Help you factor in variables such as inflation, future health care expenses, life expectancy and projected investment returns
  • Develop an investment strategy to help pursue your long-term needs
  • Discuss professionally managed investment strategies that may be of interest to you
  • Help you balance your retirement savings goal with other financial goals
  • Meet with you on a regular basis to track progress and make adjustments as necessary
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Are You Ready for Retirement?
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Are You Ready for Retirement?

Try our retirement calculator to see how much you need to save.
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Let's Start a Conversation

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Let's Start a Conversation

(800) 382-0564
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Wealth Insights

  • Broker

    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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html 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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