Shari Bevan, Attorney, ChFC, CLU, Bevan Wealth & Tax Strategies

Shari Bevan, Attorney, ChFC, CLU, Bevan Wealth & Tax Strategies is a financial planner in Greenville, SC. The firm provides services in financial planning, retirement income planning, risk management, insurance services, long term care planning, tax planning, and estate planning.

Since 1996, Shari Bevan has assisted clients with a focus on wealth accumulation, tax minimization, and the transfer of wealth. As a California licensed attorney with a specialization in taxation, she offers expertise in estate and tax planning, including trust and estate administration and litigation. Her professional background includes holding both the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations. The firm utilizes a personalized approach to address the unique challenges of both the pre-retirement and post-retirement phases of life, offering services such as investment management, 401(k) rollovers, and business succession planning.

The office is located on E Coffee St, a short drive from the Greenville County Courthouse and the Federal Building and U.S. Courthouse.

The firm is known for its extensive industry knowledge and over 20 years of experience navigating various economic and financial cycles. Shari Bevan's deep expertise in taxation and long term care planning allows for a holistic approach to managing client assets and risk.

Shari Bevan provides comprehensive financial and tax strategies for clients throughout Greenville.