Highlights

~ Initial consultation
always free

~ Step-by step financial planning for peace of mind

~ Bernard J. Bandish, Jr., owner of the firm, is a Certified Financial Planner™ practitioner with over 25 years of experience.

~ Locally Owned and Operated

~ We truly care about our clients and are here to help them every step of the way

~ We stay up to date with the ever changing laws and regulations applying to tax codes, financial planning, and other major aspects of life management

 

 

 

 

 

Tax and Financial Planning in Charleston, SC

Seeking advice from a financial planner often coincides with a life-changing event. Sometimes these events are good: retirement, unexpected inheritance, or a large windfall. Too often they are bad: disability, divorce, or the incapacity or death of a loved one.

If you don’t have a financial strategy in place, the stress of such events can be overwhelming. Let us ease some of that stress by providing a step-by-step plan to get your finances in order.

Services we offer include:

• Tax and financial advice before and after life-changing events
• Assessment of current financial status
• Strategies to provide lifetime income
• Insurance and investment planning
• And more (see Services)

Financial advice before a life-changing event

The best time for tax and financial planning is before a major event occurs. Are you the only one in charge of the family finances? Have you ever thought about what would happen to your family if you suddenly died or became disabled? It’s not pleasant to think about. But planning for such worst-case scenarios could save your loved ones anxiety and grief in the future.

Planning for best-case scenarios like retirement and expected financial windfalls is also important. You can give yourself more time to make adjustments in your tax and investment strategies if you plan ahead. Let us help you.

Financial advice after a life-changing event

Maybe your spouse has passed on, leaving you to handle the family finances for the first time in your life. Maybe a parent has become physically or mentally incapacitated, and you need to help make decisions on how to pay for new living and healthcare arrangements. Maybe you’ve inherited money, won a legal settlement, or won the lottery and don’t want to see the money slip through your fingers. Let us help you.   

Good or bad, life-changing events take their toll emotionally. This is not the time for do-it-yourself. Let’s figure out your next move together.

Take control of your financial life now

It’s so easy to let “Financial Planning” slip down to the bottom of your To-Do List. Don’t think of it as a chore. Instead, think of it as the first step on the road to achieving peace of mind. How nice to know that you and your family are taken care of financially.

When you work with us, you can purchase a few hours of advice or a comprehensive financial plan, where we go through a step-by-step process to figure out where you are, where you want to be, and how to get there.

Take that first step towards peace of mind and contact us today for a free, no-obligation initial consultation. Let’s discuss your financial future.

 

Contact Info

222 West Coleman Boulevard, Suite 103
Mt. Pleasant, SC 29464

Phone:(843) 884-3040
Fax: (843) 588-0172

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