Our mission is to empower our clients with comprehensive preparation and guidance to manage all aspects of their financial planning and health coverage.
Preparing for tomorrow and the years ahead can be daunting but essential in a world of uncertainty. We are committed to helping them navigate risks, secure their future, and achieve lasting financial independence.
I founded The Master’s Choice 24 years ago and it remains my primary focus today. My business is built on a “client first” approach, which has proven successful
We are committed to these values because this is how we live our own lives. We follow the example of our Heavenly Father, our Master, in all we do…
We give you our Word.
The Master’s Choice is an independent financial advisor and fiduciary specializing in goals-based retirement planning for South Carolina.
You’ve worked your whole life and now retirement is just around the corner. As exciting as that is, it also brings up serious questions about this next phase of your life.
How will you replace your paycheck when you stop working?
How do you know if you have enough money to live the retirement life you want?
How can you make sure your money lasts as long as you do?
If you have a spouse, will their retirement still be okay if you pass away early?
Retirement Financial Planning is different than the planning you have done for the past 30-40 years. Going through our process can help answer your questions and address the concerns you may have.
What We Do?
Our underlying retirement planning philosophy is “Losses Hurt You More than Gains Help You™”.
It’s no longer enough to simply invest your money in the stock market and hope the next financial crisis which results in a 50% downturn doesn’t occur when you are planning to retire.
The most critical element to a successful retirement is the ability to have a reliable source of income for life. Our goal-based financial planning process is designed to help you obtain the income you need to meet the goals you have set for your retirement.
How We Help?
Finding creative ways to protect and grow the assets of our clients is our passion. We especially enjoy helping each new client bring together the many pieces of their retirement into a completed puzzle. Our specialty is creating investment strategies that are designed to maximize portfolio performance based upon your investment objectives, time horizon, and risk tolerance.
I founded The Master’s Choice 24 years ago and it remains my primary focus today. My business is built on a “client first” approach, which has proven successful.
We are proud to be recognized in the Federal Facilitated Marketplace Elite Plus Circle of Champions and as top producers for Ambetter and other carriers. Additionally, we’re members of the Cason Group President’s Club and Million Dollar Roundtable.
My wife and I work together at The Master’s Choice. We have four children and two grandchildren, and I’m actively involved in my community, volunteering in local church activities and coordinating support for veterans with PTSD through Wounded Spirits. As a proud member of Toastmasters International, I’ve achieved the Distinguished ToastMaster designation and am available as a speaker for events.
R. David Jones, President
Our Approach Is Straightforward: It’s A Hands-On Deep-Dive Into All The Nuances Of Retirement Financial Planning.
We offer intensive, hands-on classes throughout the Florence, SC area. All who attend one of our classes receive a free, no-obligation, in-depth retirement plan.
2217 W Driftwood Ave
Florence, SC 29501
843-942-0447
3700 Forest Drive,
Suite 406
(Suite 525 until March 1st)
Columbia, SC 29204