Client-focused financial advisory services with processes designed to search for and implement solutions based on client needs. As a CPA working in public accounting and taxation for over 50 years Renita believes tax planning enhances investment returns. We offer fiduciary advisory services with low fees on a fee based platform and work with retail accounts, SC Future Scholar 529 Plans, annuities and retail investment accounts as well Experienced with Qualified Opportunity Zone Funds for qualified investors and the tax planning involved with those versus Sec 1031 Exchanges.