Guiding you through the complex investment world.

Whether you are just starting out or wondering if you should roll over that 401(k), there are calculators, workshops and articles to help you start or keep on track.

To make an appointment with a Retirement Specialist, please call 843-569-4917.

Investing Calculators



Investment Vocabulary

If you're starting to invest, one of the first steps should be to familiarize yourself with some basic terms.

Article: Rollover IRAs Put You in Control

When you leave a company, one of the most important decisions you have to make is what to do with your 401(k) account.

Article: The Benefits of Starting a Roth IRA Early

According to a Callahan and Associates Web-based survey, individuals between the ages of 18 and 39 are most likely to open an Individual Retirement Account (IRA).

Article: Think Small - Investing With Little Scratch

You can invest in an individual retirement account (IRA) for just a few hundred dollars or less.

Article: Women & Money: From the Moment to the Future

Shifting the focus from the short term to the long term.