We collaborate with other financial advisors, CPA’s, attorneys and other stakeholders to solve the increasing complexities; demands on time required and needs of expertise to bring clarity and simplicity to wealth accumulation, wealth protection and wealth distribution to future generations. We are passionate about uncovering the complex issues and problems for Business Owners and Executives. 97%
of family owned businesses do not make it to the 3rd generation. We provide solutions to help ensure business owners and their future generations have a sustainable business. We partner with many other professionals that offer expertise in areas of legal advice, tax planning, group benefits as well as property and casualty. We practice what we preach and have a team based approach with a succession plan in place to ensure our team is there to provide your family with financial security and guidance for generations to come. We are licensed to sell insurance in: GA, NC, SC and securities in: GA, NC, SC. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Affluence Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ - 40 Calhoun St., Ste 310 Charleston, SC 29401. (843)856-3411
