Get The Support You Need To
build the life you want
Without enough support making decisions about money can be stressful, uncertain, and overwhelming. Where do you start? What options are right for you? Does your current financial plan consider everything you really need? You don’t just need a financial plan; we believe you need the right plan for you. We meet you where you’re at and focus in on your goals.
If you are a young family or professional looking to build a strong financial foundation, set big life goals, and start creating real long-term wealth, here are some things we would like to discuss and work through with you:
If you are planning for retirement, having saved and invested over the duration of your career, and need to be certain you have enough money to support your family and lifestyle through retirement, we’ll discuss these crucial pieces of your retirement plan:
We Aren't Just Financial Advisors
We're parents, children, community leaders & entrepreneurs.
We understand your goals because we have them too. Collectively, our advisors have more than 200 years of financial services experience and have worked with families and entrepreneurs across the country to develop plans to reach their life goals and grow their businesses. When our custom planning process is layered with concierge-level support, we empower our clients to live life intentionally, what we call a Signature Life.
See how our Signature Life Plan works for you.
Here's How It Works
You simply click to schedule a complimentary consult call with an advisor where we'll determine if our services are a fit for you. Next we'll set a discovery meeting in our local office to determine what you want to accomplish and how we can get you there. Click the images to the right for more details on our execution process.
Everyone wants to feel secure, particularly when it comes to their financial future. After you've developed a strategy to build and preserve your wealth, you can live with the confidence that comes from making decisions that follow a systematic approach specifically tailored for your life.
Get a detailed evaluation, professional guidance, and support to set yourself up for success.
From The Signature Blog
Join Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews Nancy Waring, CPA, and President of Waring & Associates in Florence, South Carolina. Nancy is a 1975 Auburn University graduate, receiving a Bachelor of Science…Read More
It was another cold morning in December. I drove down Irby Street on my way to work at a local middle school, for what must’ve been the 80th time. This time though, something was different. As I passed by…Read More
[ Podcast ] Living With Intention and Utilizing Your Finances to Make a Bigger Impact With Angie Ward
Join Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS, as he interviews Angie Ward. Angie is a leadership professor and author living in Greenwood, Indiana. Angie and her husband, Dave, have always believed in being…Read More
January reintroduced volatility to the stock market, as concerns of the coronavirus caused investors to rethink their positions. It is becoming more apparent that the disruption caused by the virus (factory shutdowns, travel bans, etc.) may cause a reduction of…Read More
Join Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews James ‘Jim’ Logan, a long-time friend, and man that truly embodies how to identify, chase and live your unique ‘Retirement Remix.’ Jim has…Read More
We believe it’s of critical importance that you stay informed of any key changes that may affect your retirement and estate planning – in easy-to-understand language. In alignment with this belief, please feel welcome to review the following information on…Read More
Managing Your Money
Doesn’t Have To Be Complicated
We take great pride in seeing our clients spending their time and money doing the things they love. When you have a plan, you can make decisions confidently, knowing that you're living your life intentionally.