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Palmetto Retirement

PalmettoRetirement Specialists

We get to know and understand your financial situation and your goals

Palmetto Retirement Specialists, LLC

Palmetto Retirement Specialists, LLC serves Central and Lowcountry South Carolina, the CSRA and the surrounding communities. We’re driven to provide the families and businesses we serve with innovative retirement strategies and solutions that result in robust financial health, clarity and security. Our foundation for success at Palmetto Retirement Specialists, LLC is an unyielding commitment to our clients that leads to lifelong relationships.

Palmetto Retirement Specialists, LLC arms individuals with custom-tailored retirement strategies that meet short and long-term needs.

We help our clients realize their financial dreams through creative solutions in an open and transparent process that utilizes innovative solutions to achieve financial independence.

We empower our clients to navigate today’s complex financial world with customized strategies that fit their personal, family, and business needs.

"Our mission is to work closely with our clients to design retirement strategies that provide confidence and clarity while also helping to protect their future. Using customized strategies that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents. "

Empowering Women


While every woman’s situation is different, there are a few factors that tend to make retirement different for women than it is for men. Empowering women for financial success helps address the unique challenges they face in retirement.

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New Generation Retirement


New Generation Retirement® is a holistic approach to retirement planning consisting of a five-step system that we complete together.

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Generational Vault


Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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Get In Touch

Call Us

843.592.7100

P.O. Box 7
Williston, SC 29853

Company

  • Home
  • About Us
  • Seminars
  • Video Library
  • Contact Us

Services

  • Asset Allocation & Risk
  • Asset Maximization
  • Empowering Women
  • Generational Vault
  • Life Insurance
  • New Generation Retirement

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Palmetto Retirement Specialists, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Palmetto Retirement Specialists, LLC a Registered Investment Advisor in the State of South Carolina. Insurance products and services are offered through Palmetto Financial and Insurance Services, LLC, an affiliated company. Palmetto Retirement Specialists, LLC and Palmetto Financial and Insurance Services, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of South Carolina or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.