You may have heard Greg Wales' ads on WCCP FM Talk Sports, which have been running since 2016, and offer financial advice to businesses, individuals and families in the greater Clemson area.
ABOUT US
Serving Clemson & the tri-county area for over 30 years
Our experienced and enthusiastic team thrives on seeking client satisfaction.
OUR PROCESS
Get Started with Our Process
Based on current income and asset mix, we can help you establish reasonable financial objectives for your retirement goals. Through an analysis of current assets and insurance coverage, we will assess whether premature death or disability can reasonably be covered.
Discover
We assess your current financial situation and delve into your lifestyle, values, goals, and aspirations.
Design
We design a financial plan that aims to meet your short- and long-term goals and navigate whatever life may bring.
Implement
We implement your plan according to the strategy outlined, which might include investing assets and/or purchasing insurance products.
OUR SERVICES
Wherever you are in life, our advisors can help you identify and fulfill your goals.
Learn more about the services we offer below.
