A quality wealth management team in Charleston since 1993
Here you’ll find handy financial calculators, informative newsletters and documents that will help you prepare for your meetings with us. As always, if there is anything else you ever need, feel free to let us know.
Newsletters
Calculators
Investment calculators
- Investment goal calculator
- Investment returns
- Municipal bond tax equivalent yield
- Personal economic recovery calculator
Retirement Savings and Planning
- 401(k) Savings Calculator
- How much do you need to retire?
- Retirement Plan Withdrawal
- Retirement Planning Calculator
- Social Security Benefits
Tax Calculators
Links of Interest
General
Governmental and related sites
Investment
Investor education and research
WorthWhile Magazine
Spencer J. Lynch, Managing Director
Scott A. Cracraft, Managing Director
360 Concord Street || Suite 210 || Charleston, SC 29401
T: 843.720.3500 || TF: 866.384.9891 || F: 843.720.3535
Map and Directions