Applewood Capital Management Associates LLC is a financial management firm based in Sumter, SC, offering a range of services including retirement income planning, tax mitigation, and addressing long-term health care risks and expenses. They specialize in maximizing Social Security income, tax planning through ROTH IRAs and conversions, and providing expert advice to business owners on employee benefits and succession planning.
With a commitment to integrity and professionalism, Applewood Capital Management strives to understand each client's financial situation and provide high-quality information, services, and products to help them reach their financial goals. They stay up-to-date with the latest trends and changes in the financial industry, ensuring that their clients receive the most effective strategies for their financial needs.
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