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To schedule a meeting with us please enter your contact information in the form below. I will call or email you to confirm our appointment. Or you can call my office at 864-242-1914.

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Advanced Planning, Inc
1520 East North Street
Greenville, SC 29607

864-242-1914
864-242-1914 fax

dcarson@summitbrokerage.com

401k Management

Many of our clients are usure as to how to manage their 401k/retirement accounts in relation to the events occuring in the financial world around us. What allocation is best for me? How much risk should I take? Which funds are the best from what I have to choose from? 

In response to that need, we have developed a realtime 401k/retirement risk management service which actively manages our clients 401k/retirement assets using the universal law of supply and demand as a risk management tool.

 

Click on the link below for more information.

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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?"