Based in Fort Mill, South Carolina, we're a firm motivated by the opportunity to better the lives of our clients through objective, straightforward financial planning and our community through educational and informative workshops. We offer retirement planning/income strategies focused on your goals in building, preserving and passing down your wealth.
Our passion lies with developing a financial plan that you can count on for years to come. Get started by scheduling a meeting with us to discover what your ideal retirement looks like. Utilizing our Retirement Income Design Experience, we'll develop an understanding of your current financial situation and determine your unique retirement needs.
Our passion lies with developing a financial plan that you can count on for years to come. Get started by scheduling a meeting with us to discover what your ideal retirement looks like. Utilizing our Retirement Income Design Experience, we'll develop an understanding of your current financial situation and determine your unique retirement needs.
Services
When working with Vertex Capital Advisors, you'll quickly find that our passion for people is what sets us apart from other firms. At our core, we value families and strive to provide a deeper meaning to your wealth as both an individual and a member of something worth cherishing. We want to provide as much information necessary in order to help you make impactful decisions.
As a founding member of Vertex Capital Advisors, LLC, Michael works to ensure his firm provides the ultimate service, financial education, and resources to his clients. He is responsible for much of the innovation behind his team's financial strategies and service-oriented approach and proudly addresses his clients' values so he can better meet their unique financial objectives.
From wealth building and asset preservation strategies to eventually passing down a legacy of value, our team is focused on handling the complexities with you and providing recommendations based on your needs now and in the future. Protect the assets that can provide the comfort you need to live the retirement you've always imagined.
The Retirement Income Design Experience is designed to help you discover your true goals and priorities and align your financial resources with a plan to achieve those goals. With this process, you can expect to take control and be an active participant in your success. Our first visit together will focus completely on you.
During our seminars, we focus on common financial concerns that you may face in retirement. We'll discuss how to prepare for unexpected medical expenses, ways to create income to help support your desired lifestyle, as well as a variety of topics you may be interested in. We look forward to meeting you during one of our events and helping you address your concerns in order to gain confidence about the road ahead.
Reviews (1)
Victoria Robinson
Jun 11, 2021
Report
My wife and I have been working with Mike and Ross now for over 5 yrs. They are professionals in every sense of the word as well as my friends. It's rare when you can call Mike or Ross and arrange a quick meeting and talk about what's on you mind. They have guided us from signing up for Social Security to receiving some of our first benefit payments. They impressed me at a free lunch to discuss the best way to maximize your SS payments when they asked the question why are you / we here and they stated that when they gave us the SS plan, which is different for everyone, that you would like to continue
