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5 Estate Planning Considerations

Transcript

Meet our Partners

Contact Our Team

Contact Our Team

Please feel free to contact us with any questions you may have or schedule a meeting to discuss your financial future

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What Matters to You

What Matters to You

Learn more about our approach to your investing needs.

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Our Abilities

Our Abilities

Our team carries over 140 years of combined investment experience in the areas of retirement plan services, income in retirement, wealth management strategies, creating and implementing investment plans, and more.

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We are pleased to announce that Managing Director-Investment Officer, Gary Bezilla has been named as one of the Forbes Best-in-State Wealth Advisors for South Carolina consecutively since 2020-2025.

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Alan Kinney, Managing Director-Investment Officer has been named as one of the Forbes Best-in-State Wealth Advisors for Georgia for the years 2020, 2022-2025.

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Katie Phifer has been recognized as a Wells Fargo Platimun Council member from 2019 to 2021.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices, and team structure.

Data for all awards compiled by SHOOK Research LLC . (source Forbes.com). See full list of winners: Forbes award page. View award disclosures * 2025 Forbes Best-in-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). ** 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).