Our Story
Our Mission & Our StaffOur Approach
Over the years, we have found that custom actively managed portfolios combined with tax-advantaged investment and income strategies can work together in the best interest of our clients.
As we mentioned, our philosophy focuses on 3 main objectives:
Understanding our client’s goals – long-term, mid-range and short-term.
Developing a plan based on 20 years of experience, skills, and knowledge in the financial industry.
Maintain accountability throughout based on proper communication and monitoring of investment returns.
OUR EXPERIENCE AND OUR PROCESS HELPS US DELIVER ATTAINABLE RESULTS.
We also feel that retirement planning should not ignore the importance of social security planning. Properly determining what age to start social security as well as the taxability or non-taxability of each client’s social security benefit is necessary to maximize retirement income.
The Next 2 Phases
The Unexpected
Accounting for unexpected health and long-term care expenses; properly shielding from such expenses can help increase a retirement plan’s odds of being successful.
Estate Planning
Any estate planning strategies that may be beneficial to pass wealth to our desired heirs.
Our Mission
Our firm’s mission is simple: To provide industry leading investment, tax, and income financial planning that can help you identify personal financial strategies that can improve your lifestyle today and provide the foundation for a sound retirement in years ahead.
We understand today’s financial environment. We understand that each individual faces unique challenges to their situation; and that generic, cookie-planning techniques may not maximize someone’s financial future.
Whatever your situation or hopes, detail is required and is what our clients and you deserve.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Barry Barnette, IAR
Barry A. Barnette has a degree in Business Administration concentrating in Accounting from Winthrop University, and is a lifelong resident of the state of South Carolina. He takes great pride in being well versed in all areas of investment planning and enjoys making retirement planning “people friendly.”
Barry’s training and experience has helped him gain extensive knowledge in the area of investment planning which includes the growing of assets through asset management, retirement planning techniques, preservation and distribution of wealth, reducing financial risk and helping protect assets from catastrophic illness and events. With over 19 years of industry experience, he enjoys helping his clients take more control of their retirement future, not only from a standpoint of maximizing opportunities, but by doing it using the most tax-advantaged method available while still keeping the plan as simple as possible to understand.
His primary objective is to help each client maximize each and every dollar in the most simple, effective, and tax efficient method while reducing risk as much as possible. He accomplishes this through his experience of a blend of financial services that are specific to each client’s personal situation.
