TOP 30 Retirement lifestyle planning in South Carolina

19 results found

Simply Stated Retirement Solutions, located in Bluffton, South Carolina, is a finance and insurance agency dedicated to helping clients achieve their dream retirement. With a team committed to guiding you every step of the way, we offer personalized financial strategies to reach your goals. Priscilla, our experienced advocate, specializes in healthcare options after retirement, while Jay provides comprehensive financial planning services tailored to each client's unique needs. From Social Security planning to investment strategies, we are here to help you build a secure financial future. Our services include insurance products and investment advisory through AE Wealth Management, LLC. Trust us to create a financial strategy that fits your lifestyle and goals. Contact us today at our Bluffton or North Charleston locations for expert guidance on your retirement journey.

Active Lifestyle Financial Planning is a premier finance institution located at 413 Planters Trace Drive in Charleston, South Carolina. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals while maintaining an active and healthy lifestyle. Whether you are saving for retirement, planning for a major purchase, or looking to invest wisely, our experts are here to provide personalized guidance and strategies tailored to your individual needs. Contact us today to start planning for a financially secure future that supports your active lifestyle.

Willows at Grand Dunes is a luxurious retirement community located at 7075 Cuddy Lane in Myrtle Beach, South Carolina, United States. Nestled in the prestigious Grand Dunes neighborhood, this institution offers upscale living for seniors looking to enjoy their golden years in style. With beautifully landscaped grounds, spacious accommodations, and top-notch amenities, residents can enjoy a resort-style lifestyle every day. From gourmet dining options to a full calendar of social activities and events, Willows at Grand Dunes provides a vibrant and engaging environment for seniors to thrive. Experience the best in senior living at Willows at Grand Dunes.

Windy Plank - State Farm Insurance Agent is a trusted insurance agency located at 1715 Sam Rittenberg Boulevard in Charleston, South Carolina. As a second generation State Farm Agent and a graduate from The University of South Carolina, Windy Plank is dedicated to serving the community and building personal relationships. With a focus on providing exceptional service and professionalism, Windy offers a variety of insurance options including life insurance, homeowners insurance, and auto insurance. Located in Charleston, Windy Plank proudly serves the Mt Pleasant, West Ashley, James Island, North Charleston, and John's Island areas. The office is wheelchair accessible and dog friendly, ensuring a welcoming environment for all clients. Windy is committed to helping clients achieve their financial goals and dreams by offering protection against unforeseen events, allowing them to invest in their future.

Clinton Manor Community is a health institution located at 101 Creighton Ridge Drive in Clinton, South Carolina, United States. This facility is dedicated to providing quality care and support to individuals in need of medical assistance. With a team of compassionate healthcare professionals, Clinton Manor Community offers a range of services to promote the well-being and recovery of its residents. Whether you are seeking short-term rehabilitation or long-term care, this institution strives to create a comfortable and nurturing environment for all patients. Visit Clinton Manor Community for comprehensive and personalized healthcare services.

Keowee Financial Group Inc. is a finance and insurance agency located at 402-1 Pendleton Road in Clemson, South Carolina, United States. With over 30 years of experience, we provide financial advisory services to clients of all types in Clemson and the tri-county area. Our team of experienced and enthusiastic advisors is dedicated to helping you identify and fulfill your financial goals, whether it be planning for retirement, assessing insurance coverage, or creating a personalized financial plan. We take the time to understand your current financial situation, lifestyle, values, goals, and aspirations to design a plan that meets your short- and long-term objectives. Our services include investing assets, purchasing insurance products, and navigating any financial challenges that life may bring. Schedule a no-cost, no-obligation call with one of our advisors today to start planning for your financial future. Keowee Financial Group Inc. is affiliated with The Strategic Financial Alliance Inc. (SFA) and all securities and advisory services are offered through SFA.

Williams Wealth Management is a finance institution located at 130 South Main Street in Greenville, South Carolina, United States. Whether you are looking to grow your career, family, or business, we are here to help you achieve your financial goals. Whether you are planning for retirement or transitioning to a new phase in your life, we can assist you in creating a financial plan to support your future lifestyle. Our team can provide advice on how to maximize your investments and reduce mindless spending to achieve your desired financial outcomes. Feeling stressed about your finances? Let us help you craft a plan to alleviate your worries. With the Fed signaling rate cuts, we can guide you on what to do with your money. Whether you are planning for retirement or a career shift, our financial strategies can help you gain financial freedom. Investment advisory services are offered through Williams Wealth Management, a Member of Advisory Services Network, LLC. Please note that Advisory Services Network, LLC does not provide tax advice. Insurance services are offered by licensed insurance agents. Please be aware that links to third-party websites on our site are not controlled or endorsed by Advisory Services Network, LLC. Fidelity Investments is an independent company unaffiliated with us. Let us assist you in achieving your financial goals and planning for a secure future.

Foothills Financial Group, Inc. is a finance institution located at 920 East Rutherford Street, Landrum, South Carolina, United States. Our team is dedicated to providing financial peace of mind for our clients in or near retirement. As a proud member of Retirement Income Source, we specialize in income-generating investment strategies to protect your retirement savings. With the support of a national network of income specialists and an SEC Registered Investment Advisory firm managing over $2 billion in client assets, we are uniquely qualified to help you enjoy reliable streams of income throughout retirement. Our experienced retirement planning specialists focus on your individual needs as you approach retirement, teaching you how to use investment instruments and strategies to meet your financial goals and avoid common mistakes. Our ultimate goal is to help you retire comfortably and confidently, so you can live with purpose and freedom. Foothills Financial Group is committed to excellent client service and market knowledge, founded to help you achieve your financial goals and envision the retirement lifestyle you desire. We understand the unique challenges that retirees face and are here to guide you through this new phase of life. If you're interested in learning more about our services, you can watch our animated video series and sign up for further information. Investment advisory services are offered through Latitude Advisors, LLC, and Foothills Financial Group is a franchisee of Retirement Income Source, LLC. We are dedicated to creating financial peace of mind for those in or nearing retirement.

Williams Wealth Management is a finance institution located at 402 South Main Street, Simpsonville, South Carolina, United States. This institution is the perfect platform for growth, whether you are advancing in your career, starting a family, or growing a business. As you set financial goals for yourself and your loved ones, we are here to help you navigate the path towards achieving them. Whether you are planning for a traditional retirement or considering a change in your work situation, we can assist you in strategizing how to fund your future lifestyle. Our goal is to empower you to maximize the potential of your investments and make informed decisions about your financial future.

Merrill Lynch Wealth Management, located at 1301 Gervais Street in Columbia, South Carolina, is a leading finance institution that offers comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized financial strategies tailored to each client's unique goals and needs, drawing on years of combined wealth management knowledge and expertise. In addition to traditional investments and retirement income planning, Merrill Lynch Wealth Management advisors can offer guidance on concentrated stock positions and access to estate planning services through Bank of America. They work closely with clients to create long-term financial strategies that align with their lifestyle and multi-generational objectives.

Goepper Burkhardt LLC is a finance institution located at 531 South Main Street in Greenville, South Carolina, United States. They offer a Retirement Wealth Management Course in Spring 2024 at Furman University, covering topics such as Medicare, employee benefits packages, retirement lifestyle planning, and retirement taxation. They specialize in helping couples navigate the transition into retirement, even when one spouse is not ready to retire. As SEC Registered Investment Advisers, they are fiduciaries who prioritize their clients' financial interests. Unlike traditional bankers and brokers, they do not sell financial products or earn commissions, focusing solely on providing financial advice. Their integrated approach includes investment planning, income & spending planning, and estate & legacy planning. Contact them at their office on South Main Street in Greenville for comprehensive wealth management services.

CFG Wealth Management, LLC is a finance institution located at 10 State Road S-7-50 in Bluffton, South Carolina, United States. Our experienced professionals believe in a teamwork approach that provides a broader perspective and increased benefits to our clients. We offer complimentary, no obligation financial reviews to help you create a personalized approach to address your individual situation. Our four-step process for creating a financial plan applies to any financial decision or concern you may have, helping you make informed decisions based on facts and guidance from our team of professionals. We focus on controlling for volatility and eliminating unnecessary fees in our investment planning, while also helping to create strong and predictable income for a comfortable lifestyle. Listen to our podcast "Navigating Your Retirement with Travis Chance" and schedule a review of your investment portfolio for risk today.

Kauker & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 75 Port City Landing in Mount Pleasant, South Carolina, United States. With a team of experienced financial advisors, they provide personalized financial planning and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Kauker & Associates can provide expert guidance and support every step of the way. Trustworthy, reliable, and dedicated to client satisfaction, Kauker & Associates - Ameriprise Financial Services, LLC is committed to helping individuals and families secure their financial future.

Serenity Place Apartments is a senior living community located at 117 Northside Circle in Seneca, South Carolina. Situated near Lake Keowee, this peaceful and serene location offers quality living for seniors aged 55 and over. The community features spacious one- and two-bedroom floor plans with amenities such as central heat/air, washer-dryer connections, mini blinds, security system, extra storage, private patio or balcony, and fully equipped kitchen. Residents can enjoy the convenience of a community clubhouse with a fitness center, library, game room, and laundry facilities. Outdoor amenities include a picnic area and walking trails. Water, sewer, and garbage removal are included in the rent. Known for its mild climate, low cost of living, tasty barbecue, shag dancing, sandy beaches, and championship golf, South Carolina offers a vibrant lifestyle for seniors. Serenity Place Apartments provides a comfortable and welcoming environment for those looking to enjoy their retirement years. This institution is an equal opportunity provider and employer.

The Bradshaw Group Realtors is a real estate agency located at 115 Hampton Avenue in Greenwood, South Carolina, United States. Known for its relaxed lifestyle, mild climate, year-round golfing, award-winning healthcare, and affordable cost of living, Greenwood is a beautiful city with plenty to offer. The institution specializes in low maintenance condos, patio homes, and lakefront properties on Lake Greenwood. Whether you're looking for a retirement home, a golf course condo, or lakefront land to build your dream home, The Bradshaw Group Realtors can help. With access to the Greenwood MLS and a Lake Greenwood Map tool, they make it easy to search for properties in the area. From gated lakefront communities to golf course lots, they have something for everyone. The River House in Hodges, SC, offers a secluded retreat with river frontage and a rustic chic home. For those seeking a lakefront property, the agency also has listings for all brick lake homes with stunning views and updated interiors. The Percy Plan at Grand Harbor is a new addition with a large master suite and open floor plan overlooking the pond and golf course. Don't miss out on the opportunity to own a dockable lakefront lot in the sought-after Harborside community, offering minimal HOA fees and fantastic open water views. Whether you're looking for a lakehouse or a luxury condo, The Bradshaw Group Realtors can help you find the perfect property in Greenwood, SC.

Gates at Summerville is a premier senior living community located at 1225 Boone Hill Road in Summerville, South Carolina. Our beautifully landscaped grounds offer a peaceful and serene setting for residents to enjoy retirement living at its finest. Our dedicated staff provides personalized care and support to help residents live their best lives. With a variety of amenities and activities available, residents can maintain an active and social lifestyle. Come experience the comfort and convenience of Gates at Summerville.

Waters at St. James is a senior living community located at 1053 Saint James Avenue in Summerville, South Carolina. Our institution offers a comfortable and secure environment for seniors looking for a peaceful and vibrant retirement experience. With a range of amenities and services, including personalized care plans, restaurant-style dining, and daily activities, residents can enjoy a fulfilling lifestyle while receiving the support they need. Our dedicated staff is committed to providing top-notch care and creating a welcoming community where residents can thrive and make lasting memories. Visit Waters at St. James and discover a place where you can live your best life in your golden years.

Welcome to Stacy Strickland, Realtor, your trusted partner in finding the perfect property in Longs, South Carolina, and the surrounding areas. Conveniently located at 2129 Highway 9 East, our office is dedicated to providing exceptional real estate services to both buyers and sellers. At Stacy Strickland, Realtor, we believe in keeping our clients informed and up-to-date with the latest property listings. That's why we offer instant property alerts on our website, www.stacystrickland.com, ensuring you never miss out on a potential dream home or investment opportunity.

Welcome to Jude Hunt, Bankers Life Agent, your trusted insurance partner in North Myrtle Beach, SC. Conveniently located at 1016 2nd Avenue North, we specialize in providing a comprehensive range of insurance solutions tailored to meet your unique needs. Our offerings include core products from renowned providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. With a focus on ensuring your peace of mind, we assist in navigating the complex landscape of Medicare, helping you compare Medicare Advantage plans to secure the best coverage for your lifestyle. As people live longer and healthcare costs continue to rise, planning for long-term care is essential. We are here to guide you and your loved ones in preparing for the future.