Since our founding, we have helped clients throughout South Carolina and Georgia plan more effectively for the future Our areas of expertise include: income tax preparation and tax planning; investment portfolio analysis; life insurance planning; planning for the expenses of long-term care; and estate planning
Since Greg is a Certified Financial Planner, he must adhere to the Code and Standards promulgated by the C.F.P. Board. These standards require every Certified Financial Planners to place the interests of their clients above their own and to always operate in a fiduciary capacity when working with clients.
Greg has over 40 years of experience in providing workable solutions to a myriad of client requirements. Whether you need help preparing your income tax returns or have any financial planning concerns, Greg can provide compassionate, professional and thoughtful advice.