Build a Better Future Through Retirement Planning

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Hi! I’m Chase Hall a Financial Consultant with SouthState Investment Services.

Many of our clients ask how they can build a brighter future through retirement planning.

Building a comprehensive retirement plan takes patience & diligence. The key is to take the planning steps today that will help you have confidence when it comes to the future. Here are a few things you can do to make sure your plan is on-track.

First, sit down with a financial consultant to assess your financial situation & determine if your investments are aligned with your goals. It may have been several years since you first crunched the numbers & arrived at the amount you’ll need to save for retirement. Determine if your savings are still on track or if you need to make any adjustments.

Next, make sure you incorporate any lifestyle changes into your plan. Are your beneficiaries still up to date? Do you have dreams to travel or pay for a child or grandchild’s education? It’s important to modify your plan as your goals change.

It’s also important to manage market & inflation risk & the impact it can have on your investments. That doesn’t mean replacing everything with less risky assets, but it does mean reviewing your investments to make sure they align with your risk tolerance & making appropriate changes as needed.

Finally, periodically check in on your plan & review your goals with a financial professional. Having someone review your plan can help you identify any challenges you haven’t addressed, like life insurance or long-term care needs.

If you would like advice & guidance on your retirement plan, meet with a SouthState Investment Services Financial Consultant near you.

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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.
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    *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.

  • This content is general in nature and provided for informational use only. Content may be used in connection with the advertising and marketing of products and services offered by SouthState Bank, N.A. and its subsidiaries and affiliates. This is not to be considered legal, tax, accounting, financial or investment advice. You should seek individualized advice from personal financial, legal, tax and/or other professionals, as appropriate depending on the specific facts of your situation. We do not make any warranties as to the completeness or accuracy of this information and have no liability for your use of this information.

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