A few words from founder Neil Henry:

   I've been proud to call Charleston, SC my home since 1988, and I've helped folks from South Carolina and many states beyond, develop rock solid retirement plans for over 25 years now.  I enjoy helping people from all walks of life protect and grow their retirement savings.  Over the years, I've helped my clients protect millions of dollars in retirement savings, and none of my clients lost a penny during the last market meltdown.  My clients sleep well at night knowing their retirement dreams are protected.

   And since pensions are mostly a thing of the past, I help people set up plans that are structured to function much like the traditional pension.  My clients have predictable incomes that are contractually guaranteed to last the lifetimes of one or both spouses.  And since inflation is always a threat, many of the plans I have available allow the annual income amount to grow for the lifetime of the plan participants as well.  Having a growing income that you can't outlive is extremely important in these volatile times.      

   Over the years I've encountered numerous folks that didn't take the time to plan, or just got bad advice. The saddest sight you'll ever see is a 78 year old running out of money and not knowing where to turn. I've dedicated my career to helping people plan retirement the right way, with safety leading the charge. We all took chances when we were younger.  Taking risks during retirement, when there is no time to "do over" just doesn't make sense to me.

   So if we get to know each other, you'll find that I only offer the safest strategies available.  Structuring a worry free retirement is relatively easy to do, so let's get to work.     

We're also partnered with several local elder law firms to assist our clients with estate planning issues, and have a national accounting firm available to us for tax planning issues.

We really mean it when we say:

We're planning on you living to be 100.  Are you?