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Our Process

Our Process

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Invest Your Way

Invest Your Way

Whether you are planning for retirement or want to better align your financial plan with your long-term goals, we can help you turn your vision into reality. Starting with a complimentary consultation, we will assess your unique situation, build a tailored investment strategy, and help you pave the way for your financial future.

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A Client-Centered Approach<br/>

A Client-Centered Approach

At South Carolina Federal Investment Solutions, through CFS*, we believe your questions and goals deserve thoughtful attention. We use a comprehensive, attentive approach factoring in your goals, risk tolerance, market conditions, and more. By applying our knowledge to your vision, a sound financial strategy is more attainable than you might think.

  • Our Process

    Starting with a complimentary consultation, our CFS financial advisors take an individualized approach to financial planning. Getting to know you and your goals is the first step in creating a tailored financial plan.

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  • Our Services

    Regardless of what stage of life you are preparing for, our professionals will help you feel confident in your financial future. 

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  • Our Team

    From the Upstate to the Lowcountry, our team proudly serves clients across South Carolina. With strong ties to the community and years of experience, our advisors will work alongside you to achieve your goals. 

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Resources

Access trending articles, calculators, and retirement planning tools to find answers to your questions.

Calculators

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Resource Center

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My Retirement Savings

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Leaving Your Lasting Legacy

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Tax Deductions You Won't Believe

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Embrace the Elephant in the Room: Retirement Planning

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We can help you establish a strong financial foundation.

Whether you are a first-time investor or have years of experience, our CFS financial advisors are prepared to support you and your financial needs.

Financial Advisors

Colm Bailey

Colm Bailey

Financial Advisor

Gabe Brogden

Gabe Brogden, CFP®

Financial Advisor

Bryan Quinn

Bryan Quinn, CFP®

Financial Advisor

Josh Welch

Josh Welch

Financial Advisor

Charlis Wright

Charlis Wright

Financial Advisor

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