Retirement Planners Columbia SC
Retirement planners provide detailed information about retirement benefits and counseling services. Read on to find retirement planners in Columbia and get access to information on 401k plans, self-employed planning, retirement investments, pensions development, retirement savings, pre-retirement planning, and post-retirement planning, as well as advice and content on retirement activities.
Cheryl Holland
Abacus Planning Group, Inc.
(803) 933-0054
2500 Devine Street
Columbia, SC
Cheryl Holland
Abacus Planning Group, Inc.
(803) 933-0054
2500 Devine Street
Columbia, SC 29205
Expertises
Planning Issues for Business Owners, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Advising Medical Professionals, Helping Clients Identify & Achieve Goals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BA, CFP®
Data Provided by:
Laura Scharr-Bykowsky
Ascend Financial Planning, LLC
(803) 331-3721
556 Regatta Road
Columbia, SC
Laura Scharr-Bykowsky
Ascend Financial Planning, LLC
(803) 331-3721
556 Regatta Road
Columbia, SC 29212
Expertises
Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, College/Education Planning, Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA
Data Provided by:
Justin Grau
424 Old Cherokee Road
Lexington, SC
Justin Grau
424 Old Cherokee Road
Lexington, SC 29072
Type
Investment Advisor Rep: Yes
Education
BS In Nuclear Science and Technology
Years Experience
Years Experience: 3
Service
Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Health Care Insurance,Retirement Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Portfolio Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Disability Insurance,Annuities,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances
Data Provided by:
Bank of America - Richland Mall
803.765.4940
2095 Beltline Blvd
Columbia, SC
Bank of America - Richland Mall
803.765.4940
2095 Beltline Blvd
Columbia, SC 29204
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 8:30-5
Tuesday 8:30-5
Wednesday 8:30-5
Thursday 8:30-5
Friday 8:30-6
Saturday Closed
Sunday Closed
Bank of America - Eau Claire
803.931.3183
2805 North Main Street
Columbia, SC
Bank of America - Eau Claire
803.931.3183
2805 North Main Street
Columbia, SC 29201
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 8:30-5
Tuesday 8:30-5
Wednesday 8:30-5
Thursday 8:30-5
Friday 8:30-6
Saturday Closed
Sunday Closed
R. Edward Powell
Powell Financial Advisors
(803) 929-0100
433 Hampton Creek Court
Columbia, SC
R. Edward Powell
Powell Financial Advisors
(803) 929-0100
433 Hampton Creek Court
Columbia, SC 29209
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA
Data Provided by:
Pat Strubbe (RFC®), CHFC, CLU, CSA
803 798 1998
121 Executive Center Dr Ste 135
Columbia, SC
Pat Strubbe (RFC®), CHFC, CLU, CSA
803 798 1998
121 Executive Center Dr Ste 135
Columbia, SC 29210
Company
Preservation Specialists, LLC
Qualifications
Education: BS, Purdue University, Graduated with Honors
Years of Experience: 14
Services
Invoice, Estate Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Charitable Planning, Compensation Plans
Data Provided by:
Mr. Richard L. Leverette (RFC®), LUTCF
803 309 3824
PO Box 389
Ballentine, SC
Mr. Richard L. Leverette (RFC®), LUTCF
803 309 3824
PO Box 389
Ballentine, SC 29002
Company
Brokerage Consultants
Qualifications
Years of Experience: 36
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Seminars Work, Employee Benefits, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans
Data Provided by:
Bank of America - Plaza
803.255.7555
1901 Main Street
Columbia, SC
Bank of America - Plaza
803.255.7555
1901 Main Street
Columbia, SC 29201
Services
Banking Center Services: Change Order, Commercial Deposits
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday Closed
Sunday Closed
Wells Fargo - Richland Mall
803-782-3035
3500 Forest Dr
Columbia, SC
Wells Fargo - Richland Mall
803-782-3035
3500 Forest Dr
Columbia, SC 29204
Office Hours
Mon-Thu 08:30 AM-05:00 PM
Fri 08:30 AM-06:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed
Provided By:
Posted by : Frances W. West
A recent survey by the American Association for Retired Persons (AARP) shows that seven in 10 Americans plan on working past the once-typical retirement age of 65, and nearly half expect to work well into their 70s and 80s.
In addition, according to Joseph Quinn, economics professor at Boston College and fellow at the Employee Benefit Research Institute (EBRI) in Washington, D.C., the baby-boomer generation is not likely to retire at an early age due to more employment options they have now than with past generations.
As a result of baby boomers staying in the workforce longer, computing and IT technologies will need to change to help this audience remain productive. Assistive technologies are already being put to use by the disabled population in the United States. By taking an inclusive approach to technology development, the same technologies that benefit the disabled will help the baby boomer population remain productive for years to come.
The good news is that accessible technologies for the disabled already have many mainstream applications that can help the aging workforce. For example, the Braille keyboards available to visually impaired users a generation ago have evolved into hands-free technology, something that anyone who uses a cell phone while driving a car can appreciate. In addition, closed-captioning for television developed for the deaf or hard of hearing is also being used on TV sets in public areas by resta...
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