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Financial & Estate Planning

Maximize Your Potential for Meeting Your Life Goals

First-Rate Guidance Combined with Innovative Technology.

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Sound, First-Rate Guidance

Sound financial planning, derived from a deep understanding of a family’s financial goals and aspirations, is essential in proper asset allocation and investment portfolio construction. We use financial planning tools that you can also access to facilitate analysis of all aspects of your financial needs and concerns.
  • Cash Flow Planning
  • Estate Planning
  • Advanced Tax Planning
  • Goal-Based Planning
  • Electronic Document Vault
  • Practice Management
  • Investment Planning
  • Retirement Income Planning

Innovative Financial Planning Tools

SouthState Wealth offers access to the most advanced financial planning tool in the industry, emX. This highly sophisticated financial planning software offers a real-time holistic view of your investment portfolio with SouthState Wealth, plus any other investment advisors working with you. Online access to this unique planning site is available and can be shared with other members of your professional team, such as the CPA or attorney.
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