New York Life

Family Focus Financial Group, located in Bluffton, SC, is dedicated to guiding individuals and families on their journey towards achieving a fulfilling retirement. They emphasize a personalized approach, ensuring that clients' needs and aspirations are at the forefront of their financial planning process. Led by President and Co-Founder Kathy Nolan, recognized among Forbes' Top Financial Security Professionals in 2023, the firm offers a comprehensive five-step Green Light Retirement Plan. This plan addresses key areas such as lifestyle vision, income sustainability, investment growth, healthcare needs, and tax strategies to help clients navigate their retirement effectively. Generated from the website

James A Legg, CPA - Parrish & Legg is a professional accounting firm based in Bluffton, SC, offering a range of financial services to individuals and businesses. With a focus on tax preparation, bookkeeping, and financial planning, the firm provides personalized solutions to help clients navigate their financial responsibilities with confidence. Generated from their business information

Private Wealth Management for High Net Worth Investors