32 years in business. Looking to add books of business if right fit. Core group of clients should be located in SC, NC & GA. I teach Retirement Planning classes at USC Affiliate's in Beaufort, Bluffton & Hilton Head as well as Trident Technical College in Charleston. Focus on retirement planning, financial planning & distribution of tax qualified account. We charge Financial Planning Fees as well as AUM Advisory fees. Some insurance business & transactional investment business as well.