Value of Financial Planning

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Hi. My name is Treze Beasley and I’m a Financial Consultant with SouthState Investment Services. I am also a Certified Financial Planner.

One of the things I really enjoy helping clients with is Financial Planning.
So what is Financial Planning? It is a collaborative process that takes a holistic review of your finances to develop financial recommendations and ongoing partnership for implementing advice.
You may benefit from financial planning if you:
•   Value making smart financial decisions
•   Seek a trusted, proactive thinking partner
•   Desire efficiency in your finances
•   Value planning and preparation
•   Want to worry less about finances and spend more time on your passions

Some financial questions we often help with include:
•   Am I on track to meet my financial goals?
•   When can I afford to retire?
•   Are my investments aligned with my goals?
•   How can I financially protect my spouse and family?
•   How can I mitigate my tax burden in retirement?
•   How can I build my income and wealth?

If you are looking to better prepare for the future and need help making critical investment and financial decisions, schedule an appointment with your local SouthState Investment Services Financial Consultant. We look forward to helping you plan for the future.

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Important Legal Disclosures and Information

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 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:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

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.

Value of Financial Planning

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Important Legal Disclosures and Information

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