Services

We create strategies tailored to your goals.

Services
Independence

We put your needs first.

Independence
Trust

Build a relationship that spans generations.

Trust

15 Minute Retirement Check-up

Knowing whether or not you are on track for retirement can be a tall task. So many numbers, so many calculations, but too little time! What if you could figure out your current probability of achieving a successful retirement along with personalized recommendations to help you stay on track, all in the time that it takes you to check your social media? 


Get My Check-up

"I realized early on that wealth planning evolves through careful, thoughtful attention to detail. After spending the last 25 years working closely with a varying client base of corporate executives, family business owners, medical professionals and their respective families. It's apparent that sophisticated planning should be done with a personal professional touch dedicated to providing clients with financial independence, inspire confidence and ultimately financial freedom."

- Frederick D. Shows, Founder + Wealth Advisor, Good Life Financial Advisors of SC

Meet the Team

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

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