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Legacy Wealth Management

(3)

“Both Benny and Trent have been there for me throughout some of my biggest challenges in life They are Truly professional and caring, and I trust them implicitly to manage and invest my finances in a manner that is congruent with my goals and positio...”

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How Small Business Owners Can Catch Up for Retirement in a Hurry Running a small business can be a lot like raising a child. Studies reveal that the brain activity of entrepreneurs looking at their ventures is similar to that of parents looking at their own children. (1) This makes sense because a business, like a child, requires nurturing to grow and thrive, benefiting clients, employees, and society at large. The emotional investment created by this attachment makes it challenging to strike a balance between personal finances and your business. One of the hurdles faced by business owners is how to convert a successful business into long-term personal wealth, particularly retirement savings. Small business owners often invest their personal savings into their business and rarely plan to retire, which can lead to a severe situation as they approach retirement age without a nest egg. Remembering that your retirement is just as crucial as the success of your business allows you to better prioritize your personal needs. If you are looking to catch up on retirement savings, here are four ways to do so.

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Convergent Financial Group

(19)

Information
Wealth
Plan

“Jeremy has helped us get our finances in order providing the tools to see the big picture, wisdom and perspective to help us plan and achieve our financial goals.”

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Twenty Fifty Capital

(11)

“Every step of the way since then, he's been patient and able to explain things in a simplistic way, especially when it comes to where he's going to invest my funds and why”

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H Christopher Moss CPA Tax Attorney

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Good Life Financial Advisors

(5)

Retire
Need
Plan

“I know that Good Life is going to make sure that I don't miss any important details, especially as the world is changing more quickly than I can keep up!”

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Holy City Prosperity

(8)

Financial Advice
Net Worth
Sound

“I've been with Phillip for over 10 years and can say that, not only is he a pleasure to work with but, he has always offered sound and reasonable financial advise.”

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The 24 firms listed for Mount Pleasant, SC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Mount Pleasant, SC

All 24 firms we list here are in Mount Pleasant itself. We have 37 firms in Mount Pleasant on file; this page shows the highest-rated 24. 17 of the firms on this page have a rating, from 4.0 to 5.0 across 98 reviews; 15 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (87%) and quality (83%). The services the firms on this page list most often on their websites are financial planning (3), retirement planning (2) and tax planning (2). 2 show a license on their websites and 1 has a BBB rating of A or A+. 16 have ten or more years of experience, the longest 42 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 24 of the firms on this page; 18 publish a contact page; 15 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Mount Pleasant take financial planning bookings online?

6 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Oak Street Advisors, Financial Planners

(13)

Retirement
Investment
Tax

“Their strategic plan was much more detailed and customized than our previous FP's and the fact that they are”

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Gunderson Capital Management

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Carolina Capital Management

(2)

“They are a boutique the text great care of their customers”

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Saos Capital

(1)

“I'm on a first name basis with everyone here even though I live in another state.”

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Breakaway Financial Group

(11)

Estate Planning
Relationship
Goals

“They not only provide typical money management, but also provide a holistic view and support to wealth management, personal finances, and estate planning.”

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