Livswell

Livswell is a financial planner in Charleston, SC, specializing in retirement planning for individuals over the age of 50. The firm provides comprehensive financial planning, custom investment strategies, tax minimization, and life optimization services tailored to clients navigating or already in retirement. With a focus on the unique challenges of the second half of life, Livswell helps clients maximize their financial well-being and live with confidence and freedom. The firm serves clients throughout Charleston and surrounding areas, offering personalized guidance through a structured, evolving financial plan. While specific ratings or reviews are not listed, the firm’s detailed online presence reflects a commitment to transparency and client education.

Livswell operates as an independent, full-service investment management and financial planning firm, supported by LPL Financial, the nation’s largest independent broker-dealer. This partnership allows the firm to access extensive research, resources, and specialists while maintaining fiduciary independence. The team includes Erik Hofstrom, a Certified Financial Planner™ and Retirement Income Certified Professional®, who leads the firm’s mission to help clients transition into financially independent lives. Chris Zaccarelli, a Chartered Financial Analyst (CFA®), serves as Chief Investment Officer, bringing over two decades of Wall Street and wealth management experience. The firm emphasizes a holistic approach, integrating financial strategy with clients’ personal goals, values, and life ambitions to create meaningful, sustainable plans.

The firm is located in Charleston, SC, with no specific nearby landmarks provided in the available data. The business operates from a central location within the city, serving clients across the region.

Livswell stands out for its thorough, well-documented business information and a website that search engines read cleanly, signaling a strong digital presence and commitment to accessibility. The firm’s leadership includes nationally recognized professionals with deep expertise in retirement income, investment strategy, and financial planning, reinforcing its reputation as a trusted advisor in the Charleston area. Their focus on long-term, client-centered planning sets them apart in a competitive field.

In Charleston, Livswell is recognized for transforming retirement from a period of uncertainty into one of purpose and financial clarity, helping residents live fully in their later years.

Services:

• Custom Investment Strategies
• Financial Planning
• Tax Minimization