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Who We Are

Who We Are

Our team has been servicing clients for over 25 years. Our two offices located in Mount Pleasant and Myrtle Beach give us the opportunity to meet with you personally across the low country. 

Comprehensive Solutions to Help You Find Your Balance

From investment management to estate planning and insurance strategies, we offer a comprehensive suite of services to address your financial needs for various stages of life.

Retirement Planning

Retirement Planning

Personalized retirement plans tailored to your goals, timeline, and risk tolerance. 

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Wealth Preservation Strategies

Wealth Preservation Strategies

Strategies to safeguard your assets and work towards your goals.

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& More

& More

From estate planning to cash flow management strategies, our services are designed to meet you where you are and where you want to go.

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Our Team

Justin Gore

Justin Gore, JD

Managing Partner

Paul Callander

Paul Callander

Wealth Manager

Brad Tinnin

Brad Tinnin

Wealth Manager, CFP

Lisette Ehrat

Lisette Ehrat

Wealth Manager

Tracy Raynor

Tracy Raynor

Practice Manager

Beckie  Davey

Beckie Davey

Client Service Manager

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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