Salley Wealth Advisors Group

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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Today: Closed

Tomorrow: 9:00 am - 5:00 pm

19 Years

in Business

Accredited

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(843) 875-3645Call

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Map & DirectionsDirections905 N Main St Ste 101Summerville, SC 29483 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Places Near Summerville with Financial Planning Consultants

Jedburg (7 miles)
Ladson (7 miles)
Mount Holly (12 miles)
Goose Creek (14 miles)

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Email

BBB Rating

Extra Phones

Phone: (843) 312-4424

Phone: (843) 277-9445

Location

Serving Summerville, Charleston and surrounding areas

AKA

Salley Wealth Advisors Group LLC

Categories

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Taxes-Consultants & Representatives

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Details

Phone: (843) 875-3645

Address: 905 N Main St Ste 101, Summerville, SC 29483

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Salley Wealth Advisors Group

Tax Planning
With the holiday season looming, it's not too soon to do your year-end tax planning. One of the consequences of achieving financial success is that, what was Read More
Estate Taxes

Investment Management
Both commission-based advisors and fee-only advisors work with their clients through some sort of investment planning. Investors should never consider a recommendation unless their advisor has worked through the process of thoroughly understanding their financial situation, specific objectives, and conducted a thorough risk assessment. Investors need to be able to discern whether the analysis performed by their advisor is truly a financial map for achieving their objectives or simply a justification for a product recommendation. One key test would be to ask your advisor after a product has been recommended whether there is an equivalent investment product available that has fewer expenses or smaller fees. If they say no or hesitate, you may be in front of a product salesperson.
Mutual Funds
The recent rise of alternative investments in mutual funds available to the public has fueled interest in this area of the market previously only available to large institutional investors or high net worth individuals. Unfortunately this newfound ease of access doesn’t make these investments any less risky.
Bonds
Wealth Management
In our discussions with clients, the term “wealth” has always been tossed about somewhat loosely. We talk about building wealth, wealth management, wealth Read More

Payroll Services

Financial Planning
But what can sabotage a plan? The obvious answers, like not saving enough or poor diversification of course apply. In spite of these apparent risks, financial planning can be like an iceberg, where much of the danger sits below the waterline. It is the hidden aspects of our own decisions that represent a great risk to the success of a financial plan, yet many of us remain unaware of the common flaws in financial decision making that tend to undermine even the best laid plans.
Retirement Planning
You need a holistic and integrated approach to managing your financial life that includes retirement planning and estate planning, along with investment advisory services that are custom tailored to your particular needs.
Annuities
Double-check who benefits. Here’s a fun loophole: whomever is designated as a beneficiary on things like life insurance will be privy to to the asset over anyone who is listed as the beneficiary in the will. So, when you’re creating/revising a will, it’s a wise idea to review who you have listed as your beneficiaries to your IRA, insurance policies, and annuities.
Long Term Care
Long term care insurance is one potential way to offset the risk this poses to an estate. The right coverage can provide funding for nursing costs and leave an estate intact for years to come.
Asset Management
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2022 Advisor Websites.

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