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Strategic Financial Planning for Retirement

We help clients over the age of 50 maximize their return on life.

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Livswell is a full-service financial planning firm dedicated to helping clients with the nuances and complicated financial decisions they face in the second half of life. We help clients over the age of 50 maximize their return on life through strategic financial planning for retirement.

Charleston, SC Financial Advisors

We’ll help you simplify and understand all the moving pieces in each phase, how one piece affects the other, and how to put them all together so your plan is both strong enough to get you where you want to go and flexible enough to allow you change direction down the road if you choose.

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We provide comprehensive financial planning services for those who are near to retirement.

Now is the time. Decisions you make in the years before retirement will impact you the rest of your life. Getting them right is critical to minimizing taxes and developing a strong income and financial plan that maximizes your resources. As your retirement partner, Livswell will help ensure that your finances support a purposefully designed life that you’re excited to live.

Our Services:

  • Tax Planning
  • Optimize Qual / NQ Benefits
  • Healthcare / Medicare Decisions
  • Retirement Investment Strategies
 
 
  • Phased Retirement
  • Maximize Social Security
  • Lifestyle Planning
  • Income Planning
 
 
 

We can help you navigate the phases of retirement as your needs change.

The only constant is change. As you move through retirement, your needs, what’s important to you, and what you’re capable of will change. Along the way, you’ll also experience many shifts in the economy and financial markets; and adjustments around Medicare, Social Security, and tax policies. Navigating all these changes while also living a life you truly enjoy, free from the typical anxiety around money, requires the ongoing help of an experienced financial partner like Livswell.

Our Services:

  • Tax Planning
  • Lifestyle Planning
  • Long Term Care Planning
  • Longevity Planning
 
 
  • Retirement Investment Strategies
  • Medicare Decisions
  • Maximize Social Security
  • Estate Planning
 
 
 
 
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Partners every step of the way.

As you move closer to and through retirement, your needs and what’s important to you will change. We guide our clients through both the financial and life planning aspects of each phase in retirement. Decisions that you make in your 50s and 60s will affect you for your entire life, and getting them right is crucial in minimizing taxes and developing a strong income and financial plan.

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Financial Advisors in Charleston, SC

In partnership with the nation’s largest independent broker-dealer, LPL Financial, Livswell is a full-service financial services firm focusing on retiring, retired, and financially independent individuals. We know that money and goals are personal, which is why we get to know you as an individual to understand what matters most, then we work together using our time-tested process to create a plan to help you realize your intentions for the future. Our experienced team is passionate about bringing clarity and simplicity to the financial and personal decisions that impact your life and are experts in the nuances of the complicated decisions clients over the age of 50 have to make.

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Our experienced team is passionate about bringing clarity and simplicity to the financial decisions that impact your life and are experts in the nuances of the complicated decisions clients over the age of 50 have to make. We have an extensive network of local professionals relevant to retirement and can help you access and manage the tools you need. Navigating towards a financially secure retirement takes vision and resources, and we’re here to help with both.

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Retirement Strategies

Partner with Livswell to create a unique plan that aligns with your needs and stage in life, and let us guide you on the journey towards a financially secure retirement.

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Insights from Livswell

Wealth management and investment services

Specializing in clients over the age of 50, our financial planning approach is aligned with your intentions for your financially independent years so that you can enjoy a worry-free retirement.

Leverage our knowledge, experience, and resources

Comprehensive Financial Planning for Retirement

Now is the time. Decisions you make in the years before retirement will impact you the rest of your life. Getting them right is critical to minimizing taxes and developing a strong income and financial plan that maximizes your resources and addresses the six retirement risks. Good planning is also about making sure your finances support a purposefully designed life that you’re excited to live. Livswell, as your retirement partner, will help you get there. 

Setup a meeting
  • Tax Planning
  • Qual / NQ Benefits 
  • Healthcare / Medicare Decisions
  • Retirement Investment Strategies
  • Phased retirement
  • Maximize Social Security
  • Lifestyle Planning
  • Income Planning
Fixed assets in a changing world

Navigating the Phases of Retirement

The only constant is change. As you move through retirement, your needs, what’s important to you, and what you’re capable of will change. Along the way, you’ll experience many shifts in the economy and financial markets; and adjustments around Medicare, Social Security, and tax policies. Navigating all these changes while also living a life you truly enjoy, free from the typical anxiety around money, requires the ongoing help of an experienced financial partner like Livswell.

Setup a meeting
  • Tax Planning
  • Lifestyle Planning
  • Long Term Care Planning
  • Longevity Planning
  • Medicare Decisions
  • Retirement Investment Strategies
  • Maximize Social Security
  • Estate Planning
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