Charleston Retirement Planning

Charleston Retirement Planning is a financial planner in Mt Pleasant, SC. The firm focuses on retirement planning for individuals age 50 and older, offering services that include retirement planning, tax planning, investment management, insurance advisement, retirement income strategies, Social Security timing, and multigenerational and inheritance planning. It serves clients throughout Charleston and the surrounding Mt Pleasant area and has been providing tailored retirement, wealth, and tax strategies since 2014.

The practice operates as a fee‑only fiduciary, meaning its compensation is not tied to product sales or commissions, which aligns its goals with those of its clients. Initial consultations are offered at no cost and follow a three‑step process that assesses financial health, clarifies goals, and outlines a personalized retirement path. The team is led by founder and CEO James B. Runey III, CFA, MBA, and includes partner and COO Linda Engblom Rune, MBA, as well as partner and financial advisor Tyler Peterson, CFP, CPA, MBA. Their approach emphasizes deep listening, educational resources such as video series on tax‑efficient charitable giving and retirement withdrawal strategies, and unlimited accessibility to the expert team.

Charleston Retirement Planning’s fee‑only fiduciary model and long‑standing focus on retirement planning make it a reliable resource for Mt Pleasant residents seeking to secure their financial future.

Services:

• Investment Management
• Retirement Planning
• Tax Planning