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925 Wappoo Road, Suite B
Charleston, South Carolina 29407



It's the New Year so lets review your IRA or your investment portfolio to discuss your plans for the future. I am here to help whether you are a current client  or someone who needs a second opinion.  Call us 843.571.2372 or email


Wednesday, September 20, 2017

As you are aware there is has been a security breach with Equifax. Over 140 million American consumers have been affected. As your Financial Advisor, I feel that it is important for me to offer a few steps to take now. Please check out...


Friday, October 7, 2016

If you have a 401K with a former Employer and/or multiple IRAs, you should speak with me about consolidating IRA accounts to reduce fees and to make required minimum distributions easier to facilitate. Call me at 843.571.2372 or...


Friday, October 7, 2016

Mr. Masi assisted me in securing my parents long term care insurance a couple of years ago. My father passed away however, my mother used the policy. She needed care at home which was provided by the policy and eventually she went to...