We take the time to get to know you-your fears, your goals, your dreams for the future. First, we ask the right questions. Then, we map out a customized plan designed to work toward getting you where you want to go, financially speaking. The fact is, you've spent a lifetime getting to this point. For that reason, we approach the planning process with an acknowledgement of, and deep respect for, the journey you have traveled thus far. You have our word that we'll do all we can to support you as you move forward, providing strategic guidance that aligns with your personal values. We can help-whatever your ultimate goal, that's our destination.
Our firm focuses on financial planning, investments and insurance. We assist both individual clients and business clients in addressing concerns regarding retirement, insurance, estate, business continuity, business exit and business succession planning.
E.P. Wayne Financial Group is an independent financial advisory firm based in Forest Acres, serving clients throughout Columbia, South Carolina, and other states where we are licensed to provide advisory services. We provide retirement planning, wealth and investment management, business retirement planning, and insurance and risk management for individuals, families, and business owners. For business owners and HR professionals, we help establish, maintain, service, and review 401(k) and other employer-sponsored retirement plans, including plan design, investment options, fees, and overall plan effectiveness. We help clients make informed financial decisions around retirement, investments, and long-term financial goals.
Our ultimate goal is to provide invaluable financial advice to our clients through intelligent Financial Planning. We put our clients' goals and needs first at all times and are here to help you and your family make healthier financial decisions. Our idea of financial planning is to always try and find ways to do things better; whether that be by saving tax dollars, creating retirement income or saving for your children's education. We analyze from every angle to see if there is a more efficient way for you to reach your goals and to live a better life. We incorporate a team-based approach by paneling opinions/suggestions from our on-staff CPA's, portfolio managers, insurance experts, various investment advisors and most importantly you. Our extensive experience and client-first culture fosters a deep level of trust with our clients and we pride ourselves in doing so.
Corebridge Financial is one of the largest and most established providers of retirement solutions and insurance products in the United States, with a long and proven track record of serving our clients.
Our Mission: Coaching those who serve in their pursuit of financial security. Our Advisors have a deep understanding of military life and can help you integrate your benefits into a comprehensive financial plan that fits your unique circumstances and goals.
Gibbs Financial Firm is a unique financial consulting firm dedicated to enhancing community financial well-being. Our services encompass financial wellness, tax preparation, tax planning, and small business consulting. We stand out through our community-centric approach, emphasizing the importance of strong local economies. Our comprehensive service offerings provide clients with a one-stop solution for various financial needs. With a focus on financial wellness, we create personalized financial plans covering budgeting, saving, investing, and debt management. Our tax expertise ensures clients maximize returns while remaining compliant with tax regulations. Small business consulting empowers local entrepreneurs to thrive and contribute to economic development. What sets us apart is our commitment to a personalized approach, recognizing that each client's financial situation is unique. We build relationships with our clients to deliver tailored solutions that align with their individual goals and circumstances. Gibbs Financial Firm is your trusted partner in strengthening your financial relationship and achieving your financial objectives.
