Advanced Planning, Inc

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About Advanced Planning, Inc

How We Can Help You

Testimonials

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What people are saying:

I appreciate the honesty Mr. Carson has, he has been knowledgeable and very trustworthy in the twelve years or more that I have known him. I recommend him to my friends, he is a great person, and a Christian, I like these qualities in a person.

- Ella D.
Greenville, SC

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I trust Dan completely to provide me with the best and most to date financial planning information available. He is a warm and friendly man who I believe is truly committed to my success in achieving a secure and worry free retire.

- Jane J.
Greenville, SC

Thank you . . .

for taking the time to check us out.

A friend of ours has invited you to my website to take a look at what I do. I am thankful that our friend was willing to share with you some of the benefits they received by working with me. It is very difficult in this complex world we live in to know where to turn for help. For this reason, I have set up this website to allow you to learn more about me and what is it that I do so you can make a clear, informed decision as to whether or not you would like to meet with me. You will also get to read what others have said about their experiences in working with me.

As we noted on the card you may have received, we don't ask for the names of any referrals. No one from our office will contact you. The ball is in your court. If you decide a meeting would be beneficial, please click the "Schedule A Meeting" tab or give us a call at 864-242-1914.

Our clients that refer us have enlisted a special trust in me - that I help you as I have helped them. It is very humbling and I take this trust very seriously.

Please enjoy your time here and I hope to hear from you soon!

Sincerely,

Advanced Planning, Inc

What I do and how I
can help you:

According to a study conducted by ING, it's estimated that over 90% of Americans are not on target to retire the way they expect to, conventional financial planning is not working.

Today we face complex issues when it comes to our money such as taxes, inflation, wealth transfers and much more.

Please take a few minutes to watch a short video and learn what it is that I do and how I can help you. "If What You Thought To Be True About Money Turned Out Not To Be True, When Would You Want To Know?"