Get sound financial advice both for yourself and your business from financial planning firms in South Carolina that can help you create a portfolio of investments including stocks, life insurance, annuities and more. Plan for the future, or get help managing an aging portfolio that needs updating. Whether you're looking to start investing or need help managing long-term investments you already have in your portfolio, a South Carolina financial planner is the best place to start.

If your South Carolina business needs some sound financial planning advice, seek the help of a good business-oriented adviser. Create the right mix of retirement plans, group insurance or executive investments to meet the needs of your employee base. Let financial planners in SC help you make the right decisions when it comes to securing the future of your company and your employees.

1. Find an independent South Carolina firm experienced in financial planning. SC firms can help greatly in plotting out a sound financial future.

2. Look for South Carolina financial planning advisers affiliated with larger national agencies who can help you choose the options that work for you while offering the stability of national support and name recognition.

3. Shop around for South Carolina financial planning advisers in your own backyard to make your investments and financial planning sessions more convenient.

Action Steps
The best contacts and resources to help you get it done

Partner with an independent South Carolina financial planning firm to put together a workable plan

Find financial planners in South Carolina who are not affiliated with a national planning or investment agency. These advisers offer the same quality of expertise as those advisers or agents backed by the larger, more well-known named companies.

I recommend: Get financial planning assistance from the Abacus Planning Group in Columbia, SC. On the Abacus website, you'll find a program that shows you what to expect during your first year with Abacus as well as a full resource center of financial planning, disaster preparedness, auto insurance tips, college planning, investments and retirement planning. Trust the staff at Bauknight Pietras & Stormer to help your business make the right financial choices from their full range of investment and financial planning services.

Find a certified financial planner in South Carolina who is affilated with a national firm

When you're investing in your future, you may feel more comfortable working with a financial planner who is supported by a larger, national firm. If so, there are several from which to choose in most regions of South Carolina.

I recommend: Edward Jones‎, a financial planner with both US and internationally-based offices, offers independent advisers throughout the state with several to pick from in Charleston or other South Carolina cities. Likewise, nationally-known Ameriprise also lists all the financial advisers in the area you specify.

Work with a financial planner in SC near where you are who offers the type of planning you need

If you've already got a good handle on your investment portfolio and financial future but you are interested in expanding within a certain area, find a planner who specializes in that area of investments.

I recommend: Get help with your personal financial future from Waddell & Reed, which has offered a full range of financial services since 1937 from advisers throughout South Carolina and other states as well. Northwestern Mutual is a large national firm with a wide network of advisers and providers offering financial services, insurance and investment products, education planning and advisory services. A look-up tool enables you to find financial advisers in your area.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  You should not be charged for an initial meeting with a certified financial planner, South Carolina planners included, to decide if he or she is the right match for you. Planners who ask for an upfront payment are not legitimate financial advisers.