You may feel overloaded with financial information. It's not easy to separate the sound advice that's in your best interest from misinformation and half-truths. You may be looking for help from an experienced guide to walk you through the confusion and nonstop noise. You can find your answer in financial advisors who are steered by "doing the right thing." Let us explain:

You Have Your Own Individuality

You have specific financial needs, goals and objectives. You have a unique risk tolerance and distinct feelings and attitudes about life in general.

Listening very carefully to you, help us key in on your individuality, your personality, and your vision for the future. The plan that we create in not cookie cutter in it's design, but tailored to your particular financial situation. It is:

  • Comprehensive
  • Looks 3 to 5 years ahead
  • Fee Based
  • Objective and
  • One of a kind.

We don't follow any specific investment style. In contrast, we tap into our training and knowledge of asset allocation, portfolio evaluation, performance monitoring, and risk management to develop a customized solution for our clients, specializing in retirement planning for individuals and businesses with the states that we are registered in to practice. (14 States as of 2014).

Business Owners who have been in business for 5 years or more.

Business Owners who have been in business for 5 years or more, gain the benefit from our 26 years of experience with several of the major firms on Wall Street.

Over more than 14 years as an Independent Financial Advisory Firm, now as an independent office of Cantella and Co., Inc., located in Summerville, South Carolina, we can develop and give advice that is unbiased and holistic in it's focus.

That means, we are not selling any particular product or strategy and we don't have quotas to meet, simply: