Broker Check

1037 Chuck Dawley Boulevard
Building E, Suite 100
Mt Pleasant, SC 29464

Christopher Randazzo

(843) 881-8323

 

Products

There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That’s where I can help. I can offer professional financial  advice to help you choose only those products that meet your current and future goals. 

I aim to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, I draw on a comprehensive suite of products and services to find those that address your unique situation.

Invest

Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help achieve short- and long-term goals.

  • Individual Retirement Accounts (IRAs & Roth IRAs)
  • Simplified Employee Pension Plans (SEPs)
  • Simple IRAs
  • ERISA Qualified Retirement Plans
  • Defined Contribution Plans (401k & Profit Sharing Plans)
  • Defined Benefit Plans (Pension Plans)
  • 529 qualified tuition plans (college saving plans)
  • Certificates of Deposit
  • Annuities
  • Mutual funds
  • Stocks & Bonds
  • Managed Accounts
  • REITs
  • UITs

Insure

As much as we try to prepare for them, tragic events like death or critical illness sometimes strike. When faced with such a situation, insurance can protect policy holders and their families from undue hardship. For this reason, a variety of insurance coverage is essential to any comprehensive financial plan.

Insurance planning is best when tailored to fit its owner’s personal situation: whether designed for a single person or family; professional or seasonal employees; executive or small business owner, everyone can benefit from an appropriately customized plan.

  • Life
  • Long-term care

Manage

Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis.

From mortgage payments to tax savings, a strategy for managing money effectively involves a consideration of individual contexts.

  • Saving
  • Tax Planning
  • Succession Planning
  • Mortgages
  • Financial Planning for Business Owners
  • Business Succession Planning