Broker Check
Client Centered

Client Centered

 "Life is full of challenges and opportunities--we're here to help you navigate both."

Learn more

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

Become A Client

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

Learn more

What We Do

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

Learn more

Why We Do It

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

Learn more

Our Resources

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

Learn more

Meet Our Team

Calvin Elam

Calvin H. Elam

Financial Advisor with LPL

(803) 799-9503

(803) 799-6971

Mary Elam

Mary Elam

COO and Manager, Client Services

(803) 799-9503

(803) 799-6971

Oneshia Diamond

Oneshia Diamond

Client Service Assistant

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.

Purchase Book
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!

Contact Us


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.