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Sailboat

Fee-Only Retirement Planning
&
Investment Management 

Helping You Reach Your Retirement Goals Without Hidden Fees

 Serving clients in Columbia, South Carolina and Nationwide.

Our Commitment

We are dedicated to Your Financial Success. Discover our passion for helping others, prompt response, and unwavering honesty.

Invest & Plan with Us! 

Organizations We Parntered With

Get The Value You Deserve!
We cut out the middleman, so you keep more of your hard-earned money.

Investment
Managment

  • Evidence-Based Approach to Investing

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  • Manage 401k's, IRA's, Roth IRA's, Trusts, etc.

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  • Low-Costs ETF's/Funds- Vanguard, Ishares, Dimensional Funds

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  • Fee-Only Fiduciary

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  • Annuity Expertise

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  • No Commissions

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Retirement & Financial Planning

  • How much do you need to retire?

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  • What are the chances you may run out of money?

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  • Income Distribution Planning

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  • Social Security & Medicare Planning

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  • Unbiased Annuity & Insurance Reviews​

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 Tax   Planning

  • Roth Conversions, Tax-Loss Harvesting, Capital Gains Harvesting

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  • Tax Efficient Retirement Planning

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  • Tax Aware Investment Strategies

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  • Tax Return Review & Analysis

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  • Estate Planning  Guidance​

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Does your Advisor help in all 3 areas? You don't have to pay your Advisor 1%+

Vanguard Funds used by Capital Wealth Group
Ishares - ETFs used by Capital Wealth Group
Dimensional Funds - another low cost investment company Capital Wealth Group uses for their clients.
Certified Financial Planner Professional logo
NAPFA Organization
XY Planning Network
Fee Only Network

WHY WORK WITH US?

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CONFIDENCE 

Ensure that your voice is always heard, trust in your plan, and know that you are doing it right the first time. 

CLARITY

Creating a clear vision for your best life in retirement and beyond    

PEACE OF MIND

Enjoy a sense of serenity throughout the highs and lows of retirement.   

As Featured In 

Investment News Magazine
Wealth Management.com publication
The Balance is an online financial news company
Kiplinger logo - financial news firm
Financial Planning magazine logo
NAPFA logo
XYPN Member logo
CFP Logo

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Are you ready to get serious about retirement planning or already retired and not sure if your making all the right decisions? 

Click the button below to schedule an introductory call today! 

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