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Family Eating and Laughing Together

Independent | Fee Only | Fiduciary
Financial Planner and Investment Manager in Mount Pleasant

GUIDING YOU FROM PROVIDING TO THRIVING
without sacrificing all the fun in today

PROVIDE

Pay the bills

Own a home

Enjoy hobbies & activities

Have a small amount of savings

Have a great lifestyle

THRIVE

Invest for better returns

Set and achieve money goals

Preserve lifestyle while working towards money goals

Unity with spouse about money

Manage cash flow with changing income & expenses

Plan for taxes

Short-term cash savings

Long-term savings accounts

Plans in place for the unexpected

Pay down debt

Save for college costs

Maximize company benefits like stock options

Pay off the house

Give generously in charity & legacy

Deferred Compensation

Set specific retirement date

Create non-salary income sources like investment accounts & real estate holdings

Create trusts to protect money & heirs

Appropriate property, life, & disability insurance

Wills/Healthcare Power of Attorney

Evaluate employee buyout and early retirement offers

INVESTMENTS

Many people come to us when they have a salary increase, their RSU's are vesting, they receive an inheritance or settlement, change employers and have a 401k rollover, or reach some other money milestone. Whatever the reason, they have some money to invest and wonder, 'how do I make the most of what I have?' Because we are a fiduciary investment manager, our clients know that they are safe with us.

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PLANNING

This is where we create a playbook for your money's journey through life. It's full of strategies to advance you to your end zone while still defending your family's sense of fun today. Instead of seeing a financial plan as a restrictive penalty, our clients see the plan as the vehicle that helps them fulfill their family's aspirations.

HOW IT WORKS

You're busy and we get it. That's why the process to get your money working for you is only 3 steps. Then we keep things moving along and alert you when key decisions need to be made... so you get to keep your attention focused where it's needed most.

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WHO WE ARE

Independent, fee only, fiduciary investment manager and financial planner in Mount Pleasant, SC. That's a lot of words to say that we are professionally bound and committed to doing what's best for you. Get to know the team here.

BLOG

Dive into a rich library of professional financial advice from money and marriage to retirement, markets, and mortgages. Be sure to sign up so you'll get an email when there's a new post.

professional financial blog - The Convergent Correspondent

CONVERGENT FINANCIAL GROUP

is proud to have been highly rated and voted among the best financial advisors in Mount Pleasant and Charleston since we first opened our doors.

3850 Bessemer Road
Mount Pleasant, SC 29466
(843) 972-4402

Convergent Financial Group 2024 All rights reserved.

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