Our Services
Asset & Income Protection
The foundation of a strong financial plan consists of proper protections such as life insurance. We help you protect your family now while planning the legacy you'll leave behind.
Capital Development Planning
We create advanced strategies to utilize tax-advantaged capital placement methods for large and small development projects..
Estate Planning
Whether its investor funding for a new development project or simply placing your personal assets in a simple trust, we help you "hide" your wealth, thereby shielding your liabilities while keeping you in full control.
Final Expense
From low-budget to high-net worth, every family needs solid protections in place. As it's the most common type of life insurance, final expense coverage is designed to ensure that your funeral and burial costs are not left behind to your family.
Retirement Planning
Your retirement funding is your future financial well-being. From annuities to IRAs to 401ks, we help you place and monitor your retirement assets, protecting them from market downturns or long-term declines.
Startup Consulting
We love startups. Whether your have a new idea to launch or if you're already passed infancy, we advise on business growth and capital investment funding.
Our Partners
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Excel Advisors LLC
1985 Riviera Dr.
Ste. 103-1034
Mount Pleasant, South Carolina
Ph: 843-769-1963