Sutherland Financial Services

www.sutherlandfs.com

For over 24 years, we've been a resource for employees and employers in the South Carolina Retirement System. Through seminars and staff meetings, we've educated hundreds of SCRS members, and we have helped over 300 former teachers and state employees organize financial strategies that integrate these benefits. We strive to be the "The Resource" to employees in the South Carolina Retirement System. We take pride in tailoring everything to fit your specific needs. We specialize in maximizing your South Carolina Retirement System (SCRS) benefits. We help organize those benefits into a written financial strategy to determine how much you will need to retire comfortably. Turn to us for help managing your assets -- before and after retirement. NAVIGATING YOUR RETIREMENT TOGETHER A Fresh Pot and a Fresh Approach! A cup of coffee, and a second opinion.That's the simple offer Sutherland Financial Services makes to individuals as a financial resource. Schedule a meeting and bring any files you think may be relevant and discuss your situation. Once you are ready, we'll take a look and offer our opinions on how you're doing relative to your goals. The coffee is free and so is the insight! That's how we conduct business with existing clients too! We welcome opportunities to review and recalibrate. If your goals or your realties change - we are here to adjust your plans. Or, if you just need a little ear time and an unvarnished opinion, it's yours for the asking. No matter what you decide, the coffee's on us! Our website contains many helpful tools, like educational articles on tax planning, investing, cash and risk management, estates & trusts, retirement and more! Plus, you'll find over 30 financial calculators, newsletters, e-seminars and video clips to keep you up-to-date on financial issues, strategies and trends. We'd love to see you at our next No Obligation Seminar, or if you'd like to schedule a complimentary consultation, please contact us.

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For over 24 years, we've been a resource for employees and employers in the South Carolina Retirement System. Through seminars and staff meetings, we've educated hundreds of SCRS members, and we have helped over 300 former teachers and state employees organize financial strategies that integrate these benefits. We strive to be the "The Resource" to employees in the South Carolina Retirement System. We take pride in tailoring everything to fit your specific needs. We specialize in maximizing your South Carolina Retirement System (SCRS) benefits. We help organize those benefits into a written financial strategy to determine how much you will need to retire comfortably. Turn to us for help managing your assets -- before and after retirement. NAVIGATING YOUR RETIREMENT TOGETHER A Fresh Pot and a Fresh Approach! A cup of coffee, and a second opinion.That's the simple offer Sutherland Financial Services makes to individuals as a financial resource. Schedule a meeting and bring any files you think may be relevant and discuss your situation. Once you are ready, we'll take a look and offer our opinions on how you're doing relative to your goals. The coffee is free and so is the insight! That's how we conduct business with existing clients too! We welcome opportunities to review and recalibrate. If your goals or your realties change - we are here to adjust your plans. Or, if you just need a little ear time and an unvarnished opinion, it's yours for the asking. No matter what you decide, the coffee's on us! Our website contains many helpful tools, like educational articles on tax planning, investing, cash and risk management, estates & trusts, retirement and more! Plus, you'll find over 30 financial calculators, newsletters, e-seminars and video clips to keep you up-to-date on financial issues, strategies and trends. We'd love to see you at our next No Obligation Seminar, or if you'd like to schedule a complimentary consultation, please contact us.

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Country

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State

South Carolina

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City (Headquarters)

Charleston

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Employees

1-10

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Founded

2000

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Estimated Revenue

$1 to $1,000,000

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Social

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    Email ****** @****.com
    Phone (***) ****-****

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