AFFLUENCE FINANCIAL GROUP

Charleston, SC

Our Services

We provide unique and innovative solutions to ensure business owners and their future generations have a sustainable business. We work with many other professional advisors to offer expertise in areas of tax planning, group benefits as well as property and casualty. We practice what we preach and have a team based approach with a succession plan in place to ensure our team is there to provide your family with financial security and guidance for generations to come.

We offer expertise in all areas of financial management, including:

  • Retirement Planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Tax Management* - Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.   
  • Estate Planning* - Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Investment Strategies - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you work toward your goals.
  • Risk Management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding a policy for your situation.


We believe in the value of long-term relationships with our clients. Thus, we are principles led. Respect, accountability, credibility, alignment & teamwork drive our culture. We put this into practice in making a positive impact on people's lives every day. Our clients come first.

 

Products & Services

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Contact Information:

AFFLUENCE FINANCIAL GROUP

176 Croghan Spur Road
Suite 204
Charleston, SC 29407

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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