CONVERGENT FINANCIAL GROUP

is a Registered Investment Advisor serving clients across the United States. We are proud to have been voted the best or among the best financial planners in Charleston and Mount Pleasant since we first opened our doors.

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3850 Bessemer Road

Mount Pleasant, SC 29466

(843) 972-4402

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  • Jeremy Ellisor

50% Off Financial Planning Fees

Wow! Can you believe it's already February 1st? Time just seems to have a habit of slipping away so quickly. When I was child, a day felt as long as a week. Now it feels like the days are passing like hours! I know we all have intentions of doing good things when it comes to getting a financial gameplan together, but time just keeps slipping by and often we don't take action until we're forced to by circumstances. Unfortunately, those circumstances tend do be ones you'd rather avoid. I want better for you and I think you want better than that for yourself too.


To encourage you to do some intentional strategizing, I'm now offering 50% off of financial planning fees through March 30th. If you're like many that I talk to, you're wondering what exactly is financial planning anyway? Be sure to check out our planning page that explains exactly that and then give me a call. 2018 can be the year that you lay to rest those nagging feelings and get in the game.