Semper Fortis Financial

Semper Fortis Financial LLC - Myrtle Beach, SC

How We Help

As fiduciaries, we provide thoughtful guidance with your best interest at heart. We meet you where you are today, to create the right strategies to propel you forward, and walk alongside you every step of the way. Approaching your financial life with a big-picture perspective helps us ensure all aspects of your wealth align with your greater goals. By being your lifelong partner and guide, we can help with anything and everything relating to your financial world.

What We Do

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Financial Planning

Whatever your financial goals are, sound planning is essential to making them a reality. By taking into account your personal situation, we’ll work with you to create a plan that is unique to you. We'll guide you through the options, keeping in mind your goals, personal circumstances, and any concerns you may have. From there, we'll help you build and carry out a highly customized plan, and provide ongoing monitoring to identify changes that need to happen along the way.

Wealth Management

Whether you're working on a short or long timeline, or have a high or low risk tolerance, we can offer you an approach that makes the most of your assets. After talking through the various options available to you, we'll use your objectives and circumstances to identify and execute a wealth management strategy that’s in alignment with your values and goals.

Business Planning

Whether your business is a startup, well-established, or something in between, we can help it thrive with a wide range of solutions. We will help you create strategies that take into account your company's status, your personal values, and your objectives.

Retirement Planning

No matter your goals, level of risk tolerance, or time until retirement, we can work with you to come up with an individualized plan to help you make the most of your money. Our retirement planning and wealth management offerings include a mix of financial solutions including investments, insurance products, mutual funds, annuities, and more. Our planning process will help you arrive at a well-thought-out model for maximizing and protecting what you have moving forward. From there, we will continually monitor your plan, allowing for continual adjustment as needs and circumstances change.

Tax Strategies

We will work with you and your other advisors to assess your tax exposure both now and into the future. Throughout our planning process, we will address mitigation strategies and assess how taxes may impact your goals for the future.

Risk Management

You've worked hard for what you have, and we want to help you guard it. Through our risk management solutions, we can assist with liability protection for personal and business assets, ensure the smooth transfer of assets to family members, and improve the growth of your assets. Our team will take your specific circumstances into account to come up with the best plan for you.

Estate Planning

Because of factors like state and federal taxes, estate planning can be complicated. That’s why you need an experienced partner to help you make the most of your opportunities and avoid pitfalls along the way. With input from you and your other advisors, we can work to reduce your tax liability and make sure your estate plans line up with your needs and values.