Investment Management Firms Mount Pleasant SC

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

William Prewitt
Charleston Financial Advisors, LLC
(843) 722-3331
4 North Atlantic Wharf, Suite 200
Charleston, SC
Expertises
Ongoing Investment Management, Women's Financial Planning Issues, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Mr. Edward Nelson Portelles, CFP®
(888) 277-2914
1571 Capel St
Mount Pleasant, SC
Firm
PlanMember Securities
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Intergenerational Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Jason M. Peroni, CFP®
(603) 315-9683
3301 Salterbeck Ct
Mount Pleasant, SC
Firm
Faith-Based Investor
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Socially Responsible Investments

Data Provided by:
Mr. Joseph M. Baker, CFP®
(877) 452-0899
1305 Pleasant Walk Ct
Mt Pleasant, SC
Firm
ALCUS Financial Group, LLC
Areas of Specialization
Estate Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Risk Management, Securities
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Augustine James Ortega, CFP®
(843) 971-4568
941 Houston Northcutt Blvd
Mt Pleasant, SC
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Government and Military, Investment Management, Sudden Wealth Management, Tax Preparation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided by:
Helen Berenyi
Red Triangle, LLC
(843) 573-7277
210 Coming Street, Suite C
Charleston, SC
Expertises
High Net Worth Client Needs, Financial Issues Between Generations, Divorce Planning, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

Dr. James B. Jackson, CFP®
(803) 881-3434
PO Box 1008
Mount Pleasant, SC
Firm
The Jackson Financial Company

Data Provided by:
James Ullrich, CFP®
(843) 534-0016
3080 Ironclad Aly
Mt Pleasant, SC
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
Mr. Timothy J. Green, CFP®
(843) 324-4482
2676 N Highway 17
Mount Pleasant, SC
Firm
First Citizens Bank & Trust

Data Provided by:
Brett Fellows, CFP®
(843) 216-2194
238 Mathis Ferry Rd Ste 104
Mt Pleasant, SC
Firm
Fellows Wealth Management
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Data Provided by:

Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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