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Client Centered

Client Centered

 "We're here to help you focus on what's important now and what's important next --"WIN-WIN""

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An investment in knowledge pays the best interest. –Benjamin Franklin

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We create strategies that are tailored to your needs and goals.

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What We Do

Years of experience have prepared us to guide you through your life transitions.

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Why We Do It

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Meet Our Team

Calvin Elam

Calvin H. Elam

Managing Advisor with LPL

(803) 799-9503

(803) 799-6971

Mary Elam

Mary Elam

COO and Manager, Client Services

(803) 799-9503

(803) 799-6971

Chris  Harris

Chris Harris

Financial Advisor with LPL Financial

803.799.9503

803.799.6971

Hasan  Ross-El

Hasan Ross-El

Financial Advisor with LPL

803.799.9503

803.799.6971


Read

Read

Self-Reliance was written with the intent of getting readers to become more self-reliant.  With corporations and now governmental entities actively seeking to get out of the lifetime pension business, individuals are being forced to become more actively engaged in determining what their future will look like.  This simple, easy-to-read book helps to minimize the guess work by identifying important steps to consider as you navigate the various cycles of life.

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Listen

Listen

Calvin is invited to speak several times a year on various topics outlined in his book and would welcome the opportunity to speak to your group or organization on the importance of pursuing a life well-spent.  Give us a call!

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.