Find a Financial Planner in Seneca, SC

 

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We did the hard work of finding trustworthy partners in Seneca, SC.

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We Only Work With The Best Seneca Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Seneca, SC


  • Financial Advisor Close to Seneca, SC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Seneca Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Seneca area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Seneca, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
29.9% of Seneca's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Seneca area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Seneca area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Seneca area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Seneca area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. South Carolina has unique laws defining which actions trigger a taxable event and has the 11th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Seneca area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Seneca area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Seneca, SC


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Seneca, SC

We evaluated over 13,000 RIA firms to bring you the best of the best Seneca financial advisors.
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How Retirement-Friendly is Seneca, SC?

  • Population: 8,368
  • % of Population 62 Years and Over: 29.9%
  • Average Home Value: $137,400
  • Average Monthly Housing Cost: $670
  • Average Household Income: $54,379
  • South Carolina Total Tax Burden: 7.45% (11th Lowest in U.S.)
  • South Carolina Property Tax: 2.77% (24th Lowest in U.S.)
  • South Carolina Individual Income Tax: 1.99% (17th Lowest in U.S.)
  • South Carolina Sales and Excise Tax: 2.69% (9th Lowest in U.S.)


The Top Financial Advisor Firms in Seneca, SC


GOLDEN CORNER WEALTH ADVISORS

Website

(864) 888-8700

100 Century Plaza Dr
Suite 5E
Seneca, SC 29678

SEC#: 801-118790
Years in Business: 1 years

MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

Website

(864) 886-9766

414 Old Clemson Highway

Seneca, SC 29672

SEC#: 801-114454
Years in Business: 2 years

CRESCENT FINANCIAL ADVISORS

Website

(864) 888-2666

10704 Clemson Boulevard

Seneca, SC 29678

SEC#: 801-114128
Years in Business: 2 years