Modern Family Asset Management
We take our responsibilities very seriously, and we treat our clients like family. Before making any recommendations, we will set up time for a consultation, where we will discuss your goals and needs. We will then build a customized plan around your goals and keeping you informed throughout every stage of the process. We always work closely with you to ensure you understand our recommendations and the state of your assets. We are not in the sales business, we are here to listen and provide advice to support your needs.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Financial Planning
- Retirement Planning
- Estate & Legacy Planning
- Education Funding
- Portfolio & Investment Mangement
- Robo Investing
- Insurance
- Medigap Insurance
- Small Businesses
- Windfall & Inheritance Advising
Sentiment Analysis
Susan is a pleasure to work with.
If you are looking for the BEST financial planner in Columbia, SC, look no further.
He has developed the reputation of an Financial Progessional that truly cares about his clients, and everyone he touches.
Their knowledge of the financial industry and financial planning in unparalleled.
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