Were a dedicated team of financial professionals that specialize in helping medical professionals & business owners with all their financial planning considerations. We are process-driven, not transactional or product-pushers. Instead of one-size-fits-all plans, we work with surgeons, dentists and practice owners to build a custom, profession-based financial strategy that challenges conventional wisdom by leading with protection and savings so you can invest for your future.
We help physicians and practice owners reduce their taxes, increase cash flow and drive value by providing services such as exit planning, key employee retention, unconventional retirement strategies & general financial guidance.
|Firm Start Year:||2020|
|Name of Broker/Dealer:||Park Avenue Securities|
|Name of Custodial Firm:||Pershing LLC|
|States Licensed in:||SC, NC, GA, VA, OR, WA|
|Number of Years with Current Firm:||2|
My career started in finance out of college in the banking world. I held various roles in the retail branches and learned invaluable lessons about customer service, not passing the buck when a problem arises, and creating ownership of my client's happiness and financial outcomes. After a 9 year banking career, I took those valuable lessons and created a business built on helping clients exercise as much control over their financial destiny as possible.|
People promote what they're proud of, and you'll be proud to work with me. I add value by creating financial organization, much like a puzzle. I'll do the work necessary to make you happy with your lifestyle today and your promised future; the lifestyle you deserve to live without worry. Focus on what you do best: make money. Let me handle the rest for you.
|I work with the following types of clients:||Individual Investors, Businesses, Non-Profit Organizations|
|Foreign Languages Serviced:||English|
|Advisory Services Provided:||Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers|
|Investment Types:||Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Mutual Funds, Insurance|
|I can meet clients in the following ways:||Via Phone, At my office, Video Conference, Via Email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life|
|Firm's Number of Clients:||65|
|Firm's Number of Planning Clients:||50|
|Firm's Number of Managed Clients:||40|
|Assets Managed by Firm:||$2500000|
|Advisor's Number of Clients:||65|
|Advisor's Number of Managed Clients:||50|
|Advisor's Number of Planning Clients:||60|
|Assets Managed by Advisor:||$10,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Based on Assets, Flat Fee, Commissions|
|Fee % Based on Assets:||1.0|
|Organization:||Going Places Charleston, SC|
|Duration :||01/2021-Currently holding|
|Bachelors of Science - Psychology||
College of Charleston - Charleston, SC
Your finances are what drive your future.
Our Primary Purpose: At first glance, financial planning might appear to be black and white...but at Huskey Financial, we focus on what gives your life color.
When you envision your future, you aren't thinking of interest rates and stock returns, you're thinking of a lake house in a sentimental spot or the vacation your family has been dreaming of. When we envision your future, we focus on how to help you hit the financial goals that will get you where you want to be.
We approach financial management in a way that makes you proud of your decisions. We understand that an investment portfolio makes up a small percentage of your overall wealth profile, and that your finances make up a small percentage of who you are. Your lifestyle, past expenses, and future plans are all integral components of making smart financial choices, which is why we get to know you as we get to know your portfolio.
When you trust us to manage your assets, you can be certain that you'll receive advice that takes everything about your life into account, not just formulas based on your countdown to retirement. With financial education as one of our cornerstones, you will learn not only what we're doing with your money, but how the actions we're taking will help you have a secure wealth plan for every stage in your life. We will build a comprehensive financial plan that puts the things that matter the most to you at the forefront, so you can focus on building the future you want for your family.
Financial Planning for Businesses
We realize that for you, everything in your financial world begins and ends with your business. We want to bring your entire financial picture into focus by clarifying and organizing your data in to the Business Owner Blueprint. We can help you with Exit Planning (everyone leaves one day), Business Interruptions, Key Employee Retention, Maximizing Corporate Cash Flow, and ultimately protecting and growing your business until you Exit.
Financial Planning for Individuals
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Financial Advice & Consulting
Everyone has different values and goals, which is why we don't prescribe one-size-fits-all financial solutions to our clients. Instead, we focus on how to set up your portfolio so it enables you to achieve the future you're dreaming of. Whether you're paying down debt from medical school, saving for retirement, or funding your child's college education (or all three!), we can help you allocate the funds to make all your goals a reality.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Nationwide based on opportunity to help.|