Heights Finance

The Freeman Agency Inc., founded in 1992 by Wade and Sylvia Freeman, is dedicated to helping individuals, families, and businesses take control of their financial futures through personalized financial planning and advisory services. With a mission to listen, educate, and inspire, the agency recognizes the unique preferences and objectives of each client, crafting tailored financial plans that address their holistic needs rather than relying on a one-size-fits-all solution. Specializing in areas such as retirement planning, wealth transfer, life insurance, and asset protection, the Freeman Agency strives to build trusted, long-lasting relationships with clients by providing top-quality financial services. Led by experienced professionals, including founder Wade Freeman and advisor Tom Cornine, the agency aims to ensure clients can grow, protect, and transfer their wealth effectively. Generated from the website

Waypoint Strategic Advisors, LLC, based in Summerville, South Carolina, is a privately held investment advisory firm that provides evidence-based financial planning and investment management to individuals, families, and business owners across the United States. Founded in 2010 through the merger of two respected Registered Investment Advisors, the firm has evolved into a leading force at the intersection of health and wealth care, focusing on empowering independent pharmacies and community organizations. The company offers a range of specialized services, including pharmacist financial transitions, turnkey association benefit solutions, and strategic planned-giving initiatives, all designed to foster sustainable businesses and enhance community wellbeing. With a mission to reclaim valuable resources for affordable quality health care, Waypoint strives to support families and communities in achieving their full potential through its innovative approaches. Generated from the website

Asset Integration Consultants, located in Summerville, SC, emphasizes a comprehensive approach to financial planning, integrating various aspects of clients' finances to ensure they work harmoniously together. Their team of experienced advisors serves as trusted navigators, guiding clients through the complexities of financial management while focusing on risk control and strategic planning. Under the leadership of President Sean M. Bennett and Vice-President Rebecca Hyer Woods, the firm is committed to providing personalized service and tailored solutions to meet the diverse financial needs of families. With a strong dedication to community involvement and client education, Asset Integration Consultants is well-prepared to assist clients in achieving their personal financial and lifestyle aspirations. Generated from the website