Enhance Wealth

Enhance Wealth

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Smart Planning, Sound Investing

You have worked hard to get where you are today.  You need advice you can trust; someone who is paid only by you and is not told to sell you one product over another.

At Charleston financial advisors, we will help you create a sound strategy designed to enhance the wealth you have built.  Our recommendations address topics such as:

What level of cash reserves should I maintain?

Should I consider using trusts to protect some of my assets?

Which retirement income sources should I tap first? 

How much risk am I taking, and how much should I take? 

What types of investments are appropriate for me?

 

We recognize no two clients are the same.  We tailor our advice specifically for you.  Together, we will create a plan to take you from where you are today, to where you want to be in 5, 10, or 20 years.