Ensemble Wealth Planning

11/03/2026

AI is changing the investment landscape. Do you know how it may already be impacting your portfolio?

Understanding your exposure, opportunities, and risks is an important part of a thoughtful investment strategy. We're here to help you put it all into perspective.

10/30/2026

The paycheck may stop—but your financial plan doesn’t have to.

Retirement is a transition from earning and saving to creating income and enjoying what you’ve built.

Having a clear plan for where your retirement income will come from can make that transition feel much less uncertain.

10/30/2026

Proud to be part of a community that comes together to make a difference!

Today, the McLeod Health Foundation was honored to receive a check for $19,215 from Tiles for Hope, a wonderful initiative led by Florence's Mahjong community!

These generous funds will benefit the McLeod Health Foundation Mammogram Scholarship Fund, helping provide access to important breast cancer screenings for women in need.

We are incredibly grateful to Tiles for Hope and everyone who played, donated and supported this meaningful cause. Your generosity is helping bring hope, care and potentially lifesaving screenings to women in our community.

10/28/2026

Sometimes your financial life can change much faster than you expected.

Selling a business. Receiving an inheritance. A significant equity payout.

These moments can bring pressure to make big decisions quickly about investing, spending, giving, or what comes next.

Taking a step back can help you understand what’s changed, consider the tax and planning implications, and think carefully about what you want this money to make possible.

10/22/2026

Five years can sound like a long runway. But some parts of leaving a business simply can’t be rushed.

A future leader needs time to earn trust. A management team needs experience making decisions without the owner. Client relationships may need to transition gradually. And the owner needs time to envision what life after the business will look like.

If leaving the business is five years away, those five years may be some of the most important years in the plan.

10/20/2026

Most of us know the basics: save consistently, avoid emotional decisions, and think long term.

Then real life happens.

Markets fall. Spending creeps up. A friend shares an investment idea. Fear makes us want to act, while excitement makes an opportunity feel impossible to ignore.

That’s where financial behavior matters.

Knowing what to do is one thing. Sticking with your plan when things get difficult is another.

Sometimes the better question isn’t “What should I know?” but “How am I likely to respond when the decision gets difficult?”

10/15/2026

Financial priorities change as life changes.

At one stage, the focus may be building an emergency fund or paying down debt. Later, it may shift toward retirement, caring for family, enjoying what you’ve built, or thinking about what you’ll leave behind.

A strong financial plan considers what you need today while making room for what may matter tomorrow.

10/13/2026

We’re excited to welcome Rutledge Durant to Ensemble Wealth Planning as our new Wealth Management Associate!

Born and raised in Gable, SC, Rutledge joins us with a background in agricultural insurance and a passion for building relationships with individuals and families across our community.

As Rutledge shares, “I believe that understanding why you’re making a decision is just as important as the decision itself.” His commitment to helping people feel informed and confident in their financial decisions makes him a wonderful addition to our Florence team.

Please join us in welcoming Rutledge to Ensemble! We’re glad to have him on board! 🎉

10/09/2026

Please join us in welcoming Rob Unger and his advisory practice as we expand to Pawleys Island!

Rob brings a wealth of knowledge, experience, and a genuine commitment to caring for his clients. His dedication to building meaningful relationships and helping clients navigate their financial journeys makes him a wonderful addition to Ensemble Wealth.

We’re excited to welcome Rob and his clients and look forward to the relationships, collaboration, and opportunities ahead.

To learn more about Rob and his practice, head on over to our site https://www.ensemblewealthplanning.com/

Welcome, Rob! We’re glad you’re here!