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Your Financial Planning Headquarters

Planning Futures

A Proven Approach

A Proven Approach

Founded in 2020, with the sole intention to help improve the lives of not only our clients but our community as well.

A Proven Approach

A Proven Approach

A Proven Approach

We start by identifying your goals and dreams. Then your financial advisor will help to establish short term goals and a budget that will keep you aligned to your goal. Finally we will identify which investment approach is best for your current situation. 

Why Us?

A Proven Approach

Why Us?

Our financial planning wealth management team is comprised entirely of college educated professionals from one of the nations military colleges or academy's, and veterans of the military. This ensures that the service you receive is unmatched. 

Additionally we are not only investment advisors but also offer whole financial advise, this means budgeting, real estate, and estate planning. 

Our Team

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Founder and Young Professional Specialist

Conor,  the founder and CEO is a graduate of not only The Citadel South  Carolina Corps of Cadets, but also holds a Masters of Business Administration from The Citadel graduate college. Conor also holds his Series 65 License. While at The Citadel Conor was selected of only 7 cadets from the country to study abroad and be a liaison at the German Military Academy. In his free time Conor enjoys fishing, and playing his ukulele. 

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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

Big Red Financial

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment



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