Build Confidence In Your Retirement

Do you have enough? Isn’t that ultimately all you want to know when it comes to your financial future? We are local financial advisors who work closely with our clients to manage and grow their wealth, so they are certain to retire confidently and on their own terms.

Traditional Values
We are a small local group of real people with real values, backed by a prominent financial group. We go above and beyond to support our clients and assure their success.

Planning & Goals
We manage your money by making sure you are aggressive enough to achieve the return needed to help with your long term spending patterns and plans.

Team Effort
We work closely with your CPA, estate attorney and any other crucial party, in addition to our own team of professionals to provide you an all inclusive financial strategy.

LET’S BUILD CONFIDENCE IN YOUR RETIREMENT

Together we will review your portfolio, clarify your goals and develop a relationship that aims to set you up for financial confidence and success.

Latest Articles

From The Signature Blog

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The 12 Budget Tips of Christmas

Does the thought of making it through the holiday season give you a little anxiety about your budget? You’re not alone. Spending has become synonymous with the Christmas and holiday season. According to a report from USA Today, retail store…

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Retirement, Planning, Signature Wealth Strategies Florence SC

Retirement Planning by the Decade

No matter how old you are, it’s never too early to start planning for retirement. Pretty much as soon as you start working and earning money, you should be thinking about how you’re going to be saving for when you…

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spender vs saver

Financial Mindset & Relationships: Spenders, Savers and Tips for Bridging the Divide

Money management philosophies are not something that is with us inherently from birth. Our feelings around money are often shaped at a young age when we start to have an understanding of the value of money and our perception of…

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estate planning signature wealth strategies

Navigating the 4 Most Common Challenges of Estate Planning

Perhaps the biggest challenge of estate planning is that there is not a one-size-fits-all template to follow. For estate planning to be effective, it is important to tailor a family’s plan. Every family is different, and estate planning can have…

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2018 October-market-update

Market Update October 2018

In the wake of Hurricane Michael’s devastating blow to the Florida panhandle, I took some time to look back over the indicators that I track (for the stock market, not the weather).  The first half of this month has been…

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financial-team-meeting

Does Your Financial Team Communicate and Strategize For You?

So you have a financial advisor? How about an accountant? Also, an attorney, right? Of course, you have a trusted insurance agent? If you said no to any of these questions, it’s time to explore and understand what professional services…

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Questions?

How do I work with an advisor?

There is no “right” way to work with an advisor; in fact, there are many ways you may work with your financial guide. But like any relationship, you need open, honest, and regular communication to help you succeed. One of the most effective approaches we’ve seen is using an advisor to help do the following:

  1. Clarify your financial goals
  2. Set regular checkpoints
  3. Keep you on the right track

You may prefer to talk over the phone, on the web, in person, or a combination of the three. And we’re here to work in the way that is best for you. As you explore the most appropriate fit for you, we recommend using a three step process for creating a comprehensive plan.

Why should I choose a Signature Wealth advisor?

We understand how easy it is to get overloaded by the investor information available these days. It can be difficult to succeed alone, so you may need a guide for your financial journey. But how exactly do you choose a guide? Start by finding someone you’re comfortable talking to. Look for an individual focused on helping you achieve your goals, not meeting their quotas.

It’s OK to talk with someone, even us, and realize it’s not a great fit, so we offer a complimentary “Ask Us Anything” call before committing to anything. Get to know us. Find out if we are a fit for your financial goals. And if you’re struggling with the best questions to ask, here are a few to get you started.

What types of investments do you offer?

Before discussing different types of investments, it is important to understand what you own and why you own it. Do you know the investments you have? What about the investments most appropriate for your financial goals? We believe the key to a successful investment strategy is choosing the tools that fit your long-term goals.

Once we determine the appropriate tools for your personalized plan, we help you optimize them for your success. We work with many types of investments: stocks, bonds, mutual funds, annuities, and exchange traded funds. Our team also assists you with individual brokerage accounts, IRAs, Roth IRAs, 401(k), and other corporate retirement plans, trusts, and institutional accounts.

*Investing involves risk and you may incur a profit or loss regardless of strategy selected.

How will I know if I have enough?

Everyone defines “enough” differently. We believe that the key to a successful financial plan is determining how you define enough. In other words, how do you define the finish line? What does “success” mean to you? Our advisors assist you in defining your ideal end goal, then determine if you are on the appropriate path to get there.

But a great financial plan doesn’t focus only on retirement. We believe the journey should be as enjoyable as the destination, so we take other things into account as we develop your Signature Life Plan. 

What types of insurance can you help me with?

We believe that a great financial plan is proactive, so our advisors help you protect what you have by discovering the insurance solutions you need. We help you with a variety of insurance needs, like

  • Life
  • Long-term care
  • Disability insurance

As we work through your plan and determine the insurance coverage you need, we assist you in the areas of estate planning and executive benefits.

Choosing the right insurance carrier is overwhelming and confusing.

Are there other services I should be aware of?

If you have questions about anything that we can do to help you meet your goals – just ask. If we don’t know the answer, we’ll find it for you. In addition to our local contacts, our clients also have access to capital using margin lending, securities backed lines of credit, Raymond James Bank and Raymond James Investment Banking Services. Our other capabilities include assistance with public finance, capital markets and institutional services. To find out more, schedule a call (link). You can tell us what you’re trying to accomplish and we’ll help point you in the right direction.

In what other ways can Signature support me?

We focus on all aspects of financial planning, so feel free to ask us anything. If we don’t know the answer, we will find it for you.
Along with local contacts, we are connected to capital using margin lending, securities backed lines of credit, Raymond James Bank, and Raymond James Investment Banking Services. We are also equipped to assist with public finance, capital markets, and institutional services.
Schedule a call today to ask any financial question you have, then see how we can best help you.

 

* Raymond James Financial Services, Inc. is an affiliate of Raymond James Bank, FSB, a federally chartered savings bank. Unless otherwise specified, products purchased from or held at Raymond James & Associates, Inc. are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, FSB, and are not guaranteed by Raymond James Bank, FSB, an affiliate of Raymond James& Associates, Inc., and are subject to investment risks, including possible loss of the principal invested.

Location:

Greenville Financial Advisors

300 Executive Center Drive B-238 Suite 104 Greenville, SC 29615 | Call: 864-676-1234

© Signature Wealth Strategies