Preparing you for all Financial Aspects of your Retirement
FINANCIAL PLANNING | INVESTMENT MANAGEMENT
Our Core Values
The cornerstone of our investment philosophy is risk management. Central to our philosophy is the vigilant recognition that Losses Hurt You More than Gains Help YouTM. This allows us to build a financial profile that protects against downside risk during periods of significant market fluctuations while also seeking growth opportunities during favorable market conditions. Finding creative ways to protect and grow client assets is our professional passion. We especially enjoy helping each new client piece together their retirement puzzle. Our specialty is creating unique investment strategies that are based on the investment objectives and risk tolerance of the client.
Financial Planning
Develop personalized investment strategies tailored to each individual’s unique goals, investment objectives, and risk tolerance. We take the time to understand your specific needs and aspirations, ensuring that every aspect of your financial plan is customized for you. This comprehensive approach not only aims to maximize your investments but also provides a reliable income for life, offering you peace of mind and financial security for the future. With our guidance, you can confidently navigate your financial journey and achieve your long-term retirement goals.
Investment Management
At Master’s Choice, we understand that financial investment, while important, is just one aspect of retirement planning. That’s why we offer comprehensive services including financial planning, education, investment management, and fiduciary support for those preparing for retirement. Our goal is to ensure that you are not only financially secure but also feel safe, informed, and valued as you approach this important milestone.
Why Choose Us
Education | The first step towards planning your retirement is education. We offer an intensive, hands-on retirement planning class at different universities located throughout South Carolina. Those who attend one of our classes receive a free, no obligation, in-depth retirement plan.
Fiduciary | We are fiduciaries. A fiduciary is defined as a person who holds a legal and ethical obligation to act prudently and in the best interests of another person. Make sure that your retirement planning is in the hands of a fiduciary.
A fiduciary has 5 primary responsibilities. Those responsibilities are
- The best interests of their client comes before their own
- To act with utmost good faith
- To provide full and fair disclosure of all material facts
- Not to mislead clients
- To disclose all conflicts of interest
Make sure your retirement planning is someone who adheres to these responsibilities.
Planning | A successful retirement is best enabled by one important factor: Income for Life.
Investments | Our motto: Losses Hurt You More than Gains Help YouTM
REGISTER FOR OUR CLASS
We offer free, hands-on, retirement workshops. Seating is limited so reserve your place early.
2217 W Driftwood Ave
Florence, SC 29501
843-942-0447
3700 Forest Drive,
Suite 406
(Suite 525 until March 1st)
Columbia, SC 29204