Carolinas Wealth Management Group, Inc

Advanced Planning, Inc. is a reputable financial planning firm located in Greenville, SC. With a team of experienced professionals, they offer a wide range of services including investments, 401k management, insurance, retirement planning, and managing finances. Their individualized approach and common sense strategies aim to help clients pursue their financial goals and make informed choices. Whether you need assistance with asset allocation, business success planning, charitable giving, or financial education, Advanced Planning, Inc. is dedicated to providing personalized solutions for all seasons of life. As an independent firm, Advanced Planning, Inc. is committed to offering unbiased advice and tailored solutions to residents of the United States. Their team of registered representatives and investment adviser representatives are properly registered to conduct business in specific states and jurisdictions. With a focus on financial education and a transparent approach, Advanced Planning, Inc. strives to empower clients to see the big picture and make informed decisions about their financial future.Generated from the website

We are a comprehensive financial services firm that got its start in 2002 in Spartanburg, SC. Since that time, our team has helped clients plan for and live in retirement. We start out with a customized plan for retirement for each new client of the firm. Next, we design an investment strategy to help them achieve their goals in an ever-changing market environment.

Godsey & Gibb Wealth Management has 35+ years of experience navigating complex and changing markets. Our comprehensive wealth management services include investment management, financial planning, tax preparation, retirement planning, family wealth advising, and more. Contact our team to learn more.