401K Planning, Alternative Investments, Annuities, Asset Management, Employee 401K Programs, Estate Plans, Investing, Life Insurance, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I really enjoy working with women to achieve their financial goals. In my 20+ years of working in the financial industry, I have found that Read more...
COMPLIANCE DISCLAIMER
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that Read more...
SPECIALTIES.
Financial Planning
Financial
IRA
Legacy Planning
Retirement planning
Wealth Preservation
LOCATION
607 Pendleton Street, Suite 101-B Greenville South Carolina 29601 United States