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To schedule a meeting with me 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

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?"

Advanced Planning, Inc. is an independent firm with securities offered through Summit Brokerage Services, Inc. Member FINRA/SIPC, and
Advisory Services offered through Summit Financial Group, Inc., a Registered Investment Advisor.


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