Charleston Financial Advisors, LLC

We offer financial plans as individual as you are. We, at Charleston Financial Advisors, understand that your investment and financial planning needs are distinctive; you have your own individual objectives and goals. You require a relationship with a firm that promises to place your interests first; a firm with the right professional credentials and with proven experience. Whether you are transitioning into retirement or are just starting to invest, we will assist you in making a plan that is right for you and your lifestyle. We provide a complimentary "get acquainted" meeting to know how to best work together. We have developed our services with flexibility in mind because you are unique. Investment Advice not Sales Charleston Financial Advisors is unique. Since we are financial planners, your investment strategy is driven by your capacity for risk and goals, not the most popular investment trend. Think of investing without a plan as similar to going on a trip without a map; eventually, you’ll get there, but not without a few wrong turns. Investment Management: Our disciplined approach to a long-range perspective to the investment process and investing supplies consistency. Discover how simple your financial life can be. Typically, we’ll identify strategies within these core areas: * Life Values and Goals * Retirement Income Planning * Cash Flow Planning * Risk Management and Asset Protection * Investment Review and Planning * Asset Allocation Strategies Reflecting Your Goals * Education Planning * Estate Tax Planning * Tax Planning