Personalized fee-only financial planning to help accomplish your very specific personal life goals. It's all about maximizing your money to achieve the life of your dreams.

NOT Cookie-Cutter Financial Planning

We don’t do cookie-cutter financial planning. We create and help you execute a custom flexible financial plan to maximize your money and efforts. Based in Mount Pleasant (Charleston area) SC; serving clients nationwide virtually


Implement a personalized investment plan created to help accomplish your specific life goals. We also educate clients because we believe in enabling intelligent investors.

Investing Simplified

Investing doesn’t need to be complicated. We can recommend a low-cost portfolio to help achieve your goals – and clearly explain the reasons behind it. Make sure your investment plan is in alignment with your overall financial life plan.


Experienced in starting, growing, and selling successful businesses. Leverage our 22 years of small business experience to minimize your risk and maximize your results.

Maximize Your Business

From enhancing financial statements to guidance with sustainable growth, we can help maximize your business’s value – and your personal benefits of being an entrepreneur. Fee-only (no sales commissions!) financial planner in Mount Pleasant (Charleston area) SC with over 22 years of small business experience.


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The Value of Financial Advice in 2019

What is financial advice worth? Is working with a financial advisor worth the cost? Let's discuss the value of financial advice with updated research data from 2019. Previous Research on the Value of Financial Advice [...]

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Many Big Companies No Longer Require a College Degree

As a financial planner I spend time each morning reading about current events and trends that might impact my clients' financial plans. Reading through news recently I stumbled on an article about more than a [...]

  • SEP IRAs can help save on taxes

How to Defer Taxes on up to $55k when Self-Employed

Taxes for the Self-Employed can be Steep! In addition to regular income tax rates business owners are responsible for an additional "self-employment" tax. Consider that if you are married and earn $200k in 2018, your [...]

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