March 25th 2023
11:00 AM - 1:00 PM
900 Pendleton Street, Suite 200
Greenville, South Carolina 29601
We are hosting a financial planning seminar for our clients, free of charge. In this class, we will be discussing the following topics:
These classes are great for those new to the finance/investment world. Please follow the link below to register.
"Sound planning and prudent living allow for a freedom of expression and a profound depth of relationship with family and friends. We seek to help all of our clients live in a space of abundance. In a word, most people eventually come to the understanding that financial independence provides them with freedom."
-- Christopher A. Brown, CPA, PFS, CFP®
Our advisors and accountants are ready to talk with you about your plans and goals. How can we help you create, preserve and pass on your legacy?