Maximize Your Money is a fee-only certified financial planning firm based in Mt Pleasant, SC. They are known for their expertise in personal financial planning, offering services such as retirement planning, college planning, risk management, and more. With over 20 years of entrepreneurship experience, they also provide business value growth coaching and advisement, catering to the needs of business owners regardless of the timing of their exit.
Maximize Your Money takes pride in being a fiduciary, working in the best interests of their clients without any commissions, kick-backs, or insurance sales. Their team, led by Brad Kingsley, a certified financial planner (CFP) and certified exit planning advisor (CEPA), is experienced and qualified to help individuals and business owners maximize their financial potential. They serve clients across the USA, utilizing online tools and video meetings to work with clients from the comfort of their homes or offices.
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