The Finance Couple is a full-service financial planning and asset management firm based in Greenville, SC. With over 40 years of combined experience, this husband and wife team specializes in retirement planning for individuals over the age of 50, offering a common sense approach and personalized strategies.
As fiduciaries and independent advisors, they prioritize their clients' interests and provide comprehensive wealth management services, including financial planning, estate tax planning, and retirement strategies. With their expertise and Certified Financial Planner (CFP) credentials, The Finance Couple offers a process-driven approach to help clients achieve their financial goals.
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