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Photo of downtown Charleston for Insurance Advisor Runey & Associates Wealth Management in Mount Pleasant, SC.

Insurance Advisor in Charleston, SC

INSURANCE ADVISEMENT:

We do not sell insurance. We do advise you on the proper insurance for your needs, and we get paid exactly $0 when we help you decide.

The benefit to you of having us guide you through an insurance analysis is that we put you in a position to direct the conversation with an insurance broker so that you can get what you need – rather than being sold something that you don’t.

We work with some of the most respected insurance professionals in the area, and we will be there with you every step of the way.

Some of the main areas where we provide insurance advice are as follows:

  • Medicare and Medicare Supplemental Policies
  • Health Insurance Gap Policies (before you are Medicare eligible)
  • Life Insurance
  • Disability Insurance
  • Homeowners, Auto, and Umbrella Insurance
  • Annuities
  • Long-Term Care Insurance

Want to find out if you have the right insurance for your needs? Schedule your no-cost consultation now.

Free Financial Advisor Consultations in Charleston / Mount Pleasant, SC with Runey & Associates Wealth Management.

NO COST
CONSULTATIONS

Fee Only Financial Planning offered by Runey & Associates Wealth Management in Charleston / Mount Pleasant, SC.

FEE ONLY

Fiduciary Financial Advisor in Charleston / Mount Pleasant, SC. Runey & Associates Wealth Management.

FIDUCIARY

Office of Financial Planner Runey & Associates Wealth Management in Mount Pleasant, SC.

LET RUNEY & ASSOCIATES BECOME
A RESOURCE FOR YOUR RETIREMENT.

When you work with Runey & Associates, you have a team of experts to help you make wise decisions and address all areas that affect your financial health.

Our services help you reach your goals by providing regular meetings, keeping you informed on industry and tax law changes, explaining the ‘noise’ of the financial media, monitoring progress towards your goals, and working with your existing professionals.

How We Charge

Premier Program

Investment Management Through Comprehensive Financial Planning

Assets Under ManagementAnnual Fee
Up to $1M1.25%
$1M to $3M1.00%
$3M to $5M0.75%
$5M +0.50%

GET IN TOUCH

Looking for an Insurance Advisor in Charleston?

We’re Here For You.

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