Brian Cummings, CFP®, EA, ChFC® at Cummings Wealth Management Group
Brian is an investment adviser and CERTIFIED FINANCIAL PLANNER® Professional. His practice is centered around helping clients make good decisions with money versus trying to “beat the market.” His investment management and financial planning process is about trying to put clients in the best position possible to achieve their financial goals, as well as be prepared for potential risks.
Services at a Glance
- Wealth Management
- Retirement Planning
- Investments Risk
- Tolerance and financial goals assessment
- Asset allocation
- Portfolio construction
- Professional management
- Ongoing comprehensive financial planning and assessment covering: Budgeting & cash flow management; Investment review & analysis; Retirement funding planning; Education funding planning; Insurance analysis; Tax analysis & strategic planning; Estate and legacy planning.
- Access to the online interactive financial planning software portal and investment accounts with performance reporting.
- Collaboration with your tax advisor and attorney as needed.
Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
Contact Information
Location
1275 Ben Sawyer Blvd, Mt Pleasant, SC 29464, USA
Website
Operating Hours
Mon-Fri: 8:30AM-5PM, Closed Sat & Sun