About Us

Do you really want to hear about us? Because we’re much more interested in hearing about YOU.

We could tell you that we serve more than a thousand clients, or that we host a nationally syndicated podcast, or that we founded a charity for Palmetto Health Childrens Hospital.

We could brag about consistently qualifying for the prestigious Top of Table and Forum 400, or how we’re the leading specialists in COLI, 401k plans, Estate Planning, blah blah blah.

But we don’t want to waste your time on accolades. You came here for you, not for us.

So, whether you’re an individual or a company in need of insurance or financial assistance, let us buy you a coffee and cut to the chase, so you can get back to not worrying about the little things. We can’t wait to meet you.

Let us contact you.
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    (843) 936-6352