Palmetto Wealth Planning

Palmetto Wealth Planning is a financial planner in Myrtle Beach, SC. They specialize in enhanced estate planning, social security income management, and business planning to help clients protect and grow their savings while improving their income and ensuring family care. The firm offers comprehensive strategies for a confident financial future and serves the local community with a complimentary consultation.

Palmetto Wealth Planning is led by Brad Tunnell, who graduated from Clemson University in 1995 and holds an Investment Advisor Representative (Series 65) license. He has completed advanced courses in estate planning and financial planning from prestigious institutions like Duke University and Harvard Business School. The firm collaborates with professionals such as CPAs, CFPs, and attorneys to provide a holistic approach to financial planning.

Palmetto Wealth Planning boasts a well-optimized website that search engines read cleanly, ensuring easy accessibility for potential clients seeking comprehensive financial advice. Their thorough and well-documented business information is readily available online, making them a reliable choice in the local market.

With their extensive experience and commitment to client-centered strategies, Palmetto Wealth Planning stands out as a trusted financial planner in Myrtle Beach, offering personalized solutions that cater to the unique needs of each individual or family.

Services:

• Asset Allocation And Risk
• Asset Maximization
• Generational Vault
• Income Planning
• Retirement Strategy And Risk