How to Choose a Financial Planner

​Do you know how to pick a financial planner that has your best interests in mind?

Have Life Insurance Questions?

This document will enlighten you regarding our expertise

​Helpful Links

Check Out My Latest Column

Here is a link to my most recent financial planning column in the Aiken Standard.

An Independent Perspective You Can Depend On and Trust

Life Solutions provides comprehensive financial and income tax preparation and planning advice to our clients. Since we are independent and do not manage client assets, nor market investment products, we can provide unbiased advice to our clients in a number of important areas.

Here are some of the major facets of financial planning:

  • Money Management
  • Budgeting
  • Goal Setting
  • Choosing Your Financial Adviser
  • Types of Investments
  • Retirement Vehicles and Planning
  • Distribution Planning
  • Paying for College
  • All Types of Insurance
  • Planning for Possible Long Term Care Expenses
  • Estate Planning
  • Social Security and Medicare

Fee-based Financial Planning Firm in Aiken