UPSTATE LEGACY PLANNING GROUP

Our business model is based on working well with others, and we have a strong track record of doing so. By taking a caring and collaborative approach with you and your other trusted advisors-coupled with our vast knowledge and experience-we identify the most creative and applicable recommendations for you, your loved ones and your businesses. This is especially true for clients that take a multi-generational approach to planning with legacy/charitable goals in mind... Our practice and our entire team are committed to continued learning. In order to best serve you and maintain our fiduciary obligation to you, we must remain current with any new laws, regulations, opportunities and market dynamics.

Primary location: Greenville United States