FINANCIAL PLANNING

 

When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals. Active Lifestyle has you covered

              TAXES

 

The IRS estimates that more than 2 million people overpay their taxes each year, to the tune of over $1 billion. Minimizing your taxes can yield dollars you can use to achieve your goals and accelerate building wealth. 

INVESTMENT ADVICE

 

Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both. 

Active Lifestyle serving Charleston, SC, Washington DC, Seattle, WA, Houston TX .

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843.225.2058

HOLISITIC FINANCIAL LIFE PLANNING

Holistic Financial Life Planning is a process not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change.

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