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Retirement Savings

Ready to Start Planning?

What to consider when creating a retirement plan.

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Take Control Of Your Future

Our Financial Consultants can help you answer important questions about retirement including:
  • Are you saving enough?
  • Is it the right time to retire?
  • What are my options if I change jobs?

Focus on Your Unique Challenges

In today’s market and economic conditions, retirees continue to express deep concern about protecting their wealth and ensuring it lasts throughout their retirement years. As healthcare costs and inflation continue to rise, obtaining experienced guidance in retirement and income planning has become more important than ever before.

At SouthState Investment Services, we focus on understanding the unique challenges our clients face in preparing for retirement and sustaining their lifestyles throughout their retirement years. That’s why we employ a comprehensive and personalized approach that takes all of our clients’ needs, concerns and goals into perspective before making recommendations or proposing strategies.  Once we understand what is most important to you, we will develop a comprehensive plan for distributing your wealth during retirement utilizing strategies to help protect it for generations to come. 
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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                                                                          LPL Financial Form CRS

    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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