Safer Solutions with Growth Opportunities for IRA as well as Non-qualified funds:
Social Security Reports
20 Years of Experience
Duke University CFP Certification
Investment & Wealth Management
Key Man Buisness Planning
Buy-Sell Business Planning
|Firm Start Year:||1997|
|Name of Custodial Firm:||TD Ameritrade (Securities)|
|States Licensed in:||SC, NC|
|Number of Years with Current Firm:||19|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Health , Disability , Annuity , Accident , Variable Life , Life , Long Term Care , Variable Annuity|
|Professional Certification - CFP Designation||
|Undergrad - Bachelor of Science||
Graduation - 1995
Brad and his wife Carla live in Loris near Myrtle Beach, SC and have been married for 20 years. He received his undergraduate degree from Clemson University in 1995 attained a Series 6 and Series 63 Securities License as well as attended Trident University and The American College to obtain his insurance license and become certified by the LUTC in "Advanced Estate Planning". Brad has also graduated from Duke University's CFP (Certified Financial Planner) program.
Many advisers are compensated by commissions. This could possibly influence the advice that is provided. Therefore, he also holds a Series 65 Securities License and is bound to a "Fiduciary" duty as opposed to a "Suitability" duty. This is a very important distinction.
Understanding that clients are in different stages of their lives is very important. They may be purchasing their first home, financing a childs college education, planning for retirement, or protecting and growing their savings while in retirement. We believe that a financial plan must reflect their personal situation.
Financial Planning for Individuals
We enjoy meeting with individuals and helping them with common issues such as retirement income planning including when to take Social Security Benefits and IRA Distributions. Another common question that we address is how to efficiently transfer wealth from one generation to another without giving up control.
Financial Planning for Businesses
We help business owners take advantage of strategies that address common problems such as business continuation and key man protection. A comprehensive approach helps to ensure that important details do not go undetected.
The strategy of buy and hold may no longer be the most effective method of obtaining compound returns. In the first decade of the 21st century, investors endured significant losses following the attacks on 9/11 then a slow rebound only to suffer a financial meltdown in 2008. Not only did common investors not enjoy compound returns, they are only recently breaking even. We use tactically managed models to bring a more proactive approach to portfolio management and significantly reduce the risk of excessive losses.
|Murrells Inlet||Myrtle Beach|
|North Myrtle Beach||Pawleys Island|
|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|