Our mission is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. We aim to accomplish this through education, training integrity, and outstanding client service. Our team is committed to designing financial strategies built on your values that deliver to you.

"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

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

• Investing principles and strategies
• Retirement investing and distribution strategies
• Estate conservation issues
• Risk management analysis
  
  We also can answer your questions, including:
  
  
• Can I retire early?
  
• Are my investments working hard enough?
  
• What’s a good approach for college savings?
  
• What are the elements of a sound estate strategy?
  
• Do I have enough life insurance for my family?

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.

LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,*supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2025); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.