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

2018June-Market-Update

Market Update June 2018

Happy summer! Many of us take time off over the next few months, and the stock market often seems to do the same.It wouldn’t surprise me at all if the S&P 500 is about the same value on Labor Day…

Read More
Life Planning - Prepare For Your Lifestyle as a Retiree- prepared to retire

Life Planning – Preparing for Your Lifestyle as a Retiree

When it comes to retirement, you’ve likely squared away the financial side of things. Saving up for your nest egg is one of the most crucial things you can do to ensure that you’ll live your golden years in comfort…

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Retirement Secrets to Improve Health and Happiness

Retiring and staying retired ranks high on working American’s list of priorities. Our endgame is retirement – the faster we get there, the better. Retirement makes life worth living, right? We dream of doing all the things we want to do and…

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2018May-market-update

Market Update May 2018

After the steady upward trend of 2017, this year has felt like a real roller coaster ride. We’ve been bouncing between the 2600-2800 level on that index for a while, with the exception of the quick run up in January,…

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Retirement Insurance Options

Retirement Insurance Options

As you begin to understand the expense of healthcare in retirement it is important to understand your retirement insurance options. One or more of these options may appeal to your anticipated health needs and budget. Talking with a professional offers…

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2018April-market-update

Market Update April 2018

With the return of volatility to investment markets, I thought I’d give you a brief update on what I am looking at and looking for. According to Mike Gibbs, Director of Portfolio and Technical Strategy at Raymond James: “Since the S&P…

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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