With investing and planning, there is so much conflicting information. We simplify the information to provide a clear sound direction that aligns your finances with your faith. Our proven system supplies you with the confidence, joy, and peace you are looking for as we pursue your God-given dreams together.
This is more than just enhancing your wealth; it is about enhancing your life, your relationships, and your legacy. For over 25 years people have put their trust in me and my financial advice because of who I am. Working to be the best in my profession is what differentiates me!
This is more than just enhancing your wealth; it is about enhancing your life, your relationships, and your legacy. For over 25 years people have put their trust in me and my financial advice because of who I am. Working to be the best in my profession is what differentiates me!
Services
There is so much we want to share about us. However, all our meetings are designed to be focused on what is important to you. That is why we created this web page as an Introduction Package to highlight what you need know about us before we meet. It provides you with all the need-to-know highlights about us and links to explore more.
At our firm, we believe a teamwork approach adds a broader perspective to all we do, and provides increased benefits to our clients. For over 25 years people have entrusted their financial future to Dustin LaPorte's guidance and leading. Educated from the Medical University of South Carolina (Bachelor of Science degree in Nursing).
By working through one of the largest independent broker dealers, we have the ability to look beyond just stocks and bonds and into the world of alternative investments, Unit Investment Trusts, ETFs, separately managed accounts, and more. We look for ways to reduce risk without compromising return through our a broad range of investments and strategies.
Dustin LaPorte is also a licensed Mortgage Officer with Coastlend Mortgage located near Daniel Island, SC at 2265 Clements Ferry Rd. Suite 208, Charleston, SC 29492 South Carolina. The rates he can get for his clients are way below the National Average. He stays ahead of the competition because the firm's low overhead cost and the software they use to anonymously shop over 30 lenders all at once.
We know that decisions you make during this divorce can have a far-reaching impact on you and your family's future. Right from the start we are here for you! We stay involved throughout the process, simplifying complex issues and easing your concerns. Unlike others, we focus exclusively on your personal financial needs and well-being, working with your attorney to find a favorable settlement.
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