FINANCIAL PLANNING

We will work closely with you to understand your current financial state along with your life goals and financial objectives so that we can provide a plan that is tailored to your specific needs.

Get Started

Financial Planner Columbia, SC

Providing Financial Guidance For Life

At Modern Family Asset Management in Columbia, SC, our financial planners provide financial planning services with a personal touch. We are not like other cookie-cutter firms that may simply crunch numbers on investments and projections. Your advisor at Modern Family Asset Management looks not only at your age and risk factors, but digs deep into your personal goals  and taxation as well.

Our Process

Every new client relationship starts with a one-on-one consultation. This helps us gain a robust understanding of where your finances are today and where you want your life to go in the future.

We analyze your current finances and project your future investments to figure out if you’re on track to reach your goals or if you need to change your strategy. Our job is to help you make the best financial decisions possible, using an action-oriented plan designed just for you.

Your Financial Goals

All of our financial strategies start with identifying your personal goals. Here are some of the most common goals we can assist with:

  • Retirement

  • Purchasing A Home

  • Investing

  • Family Planning

  • College Funds

  • Protecting Your Wealth

In order to achieve these milestones, we’ll help you discover the right mix of financial products to protect what you already have while growing your assets in the best way possible.

Learn More

Build A Safety Net

As much as we work to prepare our clients for big life events, we also help you react when the unexpected occurs. We offer a range of insurance products so you can have financial protection in the event of the unexpected.

Why Use a Financial Planner?

It’s easy to get advice from multiple financial service professionals, like tax preparers, accountants, and insurance agents. But creating your financial plan piecemeal like this can lead to issues with the big picture. Working with a dedicated financial planner removes the siloed nature of the financial planning process. Our advisors will work to help you build a holistic plan that encompasses your entire financial situation.

We base our recommendations both on your preferred level of risk tolerance and the specific stage of life you’re in. We’ll also recommend adjustments as time goes on, based on your life changes and market performance. Any time a financial question pops up, you’ll have direct access to your advisor who actually knows you and is truly committed to promoting your best interests.

Let’s Get Started

Get on track to financial peace of mind today. Contact us to set up an initial consultation with a financial planner.

    Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Advisors, LLC and Modern Family Asset Management are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: SC, GA, MO, NC - powered by Enfold WordPress Theme