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Advice, Planning & Retirement


We believe that now more than ever, saving is critical to your family's financial success.

There are so many things in life to save for. Whether it's a long-term goal, like retirement, or a short term goal like a family vacation, it matters to you. Savings strategies are all different and are based on your individual family's wants and needs.

Financial Parenting

Being a positive financial role model for your children will give them best start when it comes to managing their own financial success.  

Education Planning

Despite steep tuition costs, a college education may be a sound investment that's within the reach of many families. All it takes is a degree of planning. 

Financial Planning 

For many Americans, financial life seems to be getting more and more complicated. Here's some helpful tips to help simplify your financial life.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly. The tax information provided is not intended to be a substitute for specific individualized tax planning advice. We suggest that you consult with a qualified tax advisor.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a Registered Investment Advisor. Insurance products offered through LPL Financial or its licensed affiliates. SCBT and Community Bank & Trust are not registered broker/dealers and are not affiliated with LPL Financial.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.