Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

• LPL Financial - LPL Financial understands the important role a financial advisor can play in managing your total financial life. With our partnership, we are supported by the vast resources of LPL Financial. We have access to independent research, state-of-the art technology, innovative investment tools, and the exceptional support that allows us to devote our full attention to your needs and objectives
• CFP® Board of Standards - A comprehensive resource for financial planning offered by the CFP® Board of Standards.
• Financial Planning Association® - The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process.
• American Association of Retired People - AARP is a non-profit organization dedicated to enhancing the quality of life for people age 50 and over. With the Financial Planning Association (FPA), AARP has developed “A Financial Professional’s Guide to Working with Older Clients” to share issues with working with older clients – information and tips on social, family and generational issues, physical and mental impairments, and written and on-line communications. To view the booklet, visit the AARP site.
• Low Country Senior Network - The Lowcountry Senior Network is the premier networking organization for professionals in the Lowcountry who are committed to providing quality services to seniors, caregivers, and adult children.
• National Center on Elder Abuse - The National Center on Elder Abuse (NCEA) is committed to helping ensure that older Americans will live with dignity, integrity, independence, and without abuse, neglect, and exploitation. The NCEA is a resource center for elder rights advocates, health, aging, and social services professionals, APS, law enforcement, legal professionals, public policy leaders, researchers, and others working or on behalf of older individuals who have experienced, or who are at risk for, elder mistreatment.
• S.C. Aging in Place Coalition - Aging in Place - not having to move from one’s present residence in order to secure necessary support services in response to changing needs. Vision All people who desire to remain in their residence as they age can do so. Mission The South Carolina Aging In Place Coalition is a non-profit organization advocating for people to prepare to remain in their residence---independently, comfortably and safely.
• South Carolina Retirement System
• Social Security - The official website of the U.S. Social Security Administration
• IRS - Official website for the Internal Revenue Service, United States Department of the Treasury
• South Carolina Department of Insurance - The mission of the State of South Carolina Department of Insurance is to protect the insurance consumers, the public interest, and the insurance marketplace by ensuring the solvency of insurers; by enforcing and implementing the insurance laws of this State; and by regulating the insurance industry in an efficient, courteous, responsive, fair, and equitable manner.
• ElderCare Matters - A Resource to help families across America plan for and deal with the issues of Aging
• FINRA