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 Client Education

Cost-conscious investment management and comprehensive financial planning.

The core of our practice is client education. We believe that means educating both at the individual client level and the organizational level. We have taught seminars for organizations sharing our philosophy on holistic financial wellness.

Teaching Topics

  • Basics of Investing
  • Basics of a Financial Plan
  • Debt Management and Student Loan Planning
  • Maximizing Employer Benefits
  • Wealth Building Strategies/Hurdles
  • Business Succession Planning - 8 Ways to Structure the Sale of Your Business and How to Prepare
  • Basics of Business Planning
  • Buckets of Money
  • Pre-Retirement Planning
  • Maximizing Your Retirement
  • Long Term Care Planning 
  • Risk Management
  • Wealth Transfer/Tax Mitigation Strategies


  • LS3P 
  • Total Beverage Solution 
  • MUSC
  • Methodist University 
  • The ARK Alzheimer's Organization in Charleston
  • University of South Carolina Alumni Association
  • Overture (55+ community in Charleston)
  • NextHome, Inc.
  • Augusta University
  • University of South Carolina
  • Eastern Virginia Medical School
  • Snagajob
  • Union Memorial Orthopedics
  • Curtis National Hand Fellowship
  • INOVA Podiatric Residency

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