fbpx
Photo of path to the beach for Financial Planning Charleston / Mount Pleasant, SC firm Runey & Associates Wealth Management.

Retirement Planners in Charleston, SC

RETIREMENT PLANNING IS OUR BREAD AND BUTTER!

Retirement Planning is for you if you are thinking about retirement or in the early stages of retirement and you have questions or concerns that center around one main theme:

  • How do you gain confidence that you are making wise decisions in your ever-changing life?

Ongoing financial planning is like building a spider web (that is your financial plan) with each string representing all the decisions you will need to make in order to secure a stress-free retirement.


Then, you will want to know how plucking on one of the strings will affect the whole web. For instance, here are some of the most common questions retirement planning answers:

  • Can you retire when you want, or do you need to work a bit longer?
  • Should you pay down your mortgage or carry that debt into retirement?
  • How do you take money out of your portfolio without worrying about running out of it?
  • When should you take Social Security and apply for Medicare and what are your options?
  • What should you be doing now, to protect against a health or long-term care event?
  • How do you make sure your family is well-taken care of if you are not around?


These, and many more, are concerns that ongoing retirement planning is best suited to address.


Want to find out how retirement planning can help you? Schedule your no-cost consultation now.

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

NO COST
CONSULTATIONS

Fiduciary Financial Planning and Retirement Planning Firm in Charleston / Mount Pleasant, SC. Runey & Associates Wealth Management.

FIDUCIARY

Office of Financial Planning Firm 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 Retirement Planning in Charleston?

See what we can
do for you.

Government Updates
Investment Management
Retire On Your Terms
Retirement Planning
Runey & Associates Updates
Tax Planning
Credentials in the Financial Services Industry and What Makes Them Important

Credentials in the Financial Services Industry can be confusing – have you ever come across someone’s title that includes the “alphabet...

Investment Management
Retire On Your Terms
Retirement Planning
Banks Are Failing: What Do We Do?

Over the last several days, there have been numerous headlines and a whole lot of news coverage regarding the failure of Silicon Valley Bank (SVB)....

Uncle Sam collecting taxes from unhappy man.
Government Updates
Retire On Your Terms
Retirement Planning
Tax Planning
What Implications Does the SECURE Act 2.0 Have on Your Retirement?

In the final days of 2022, the U.S. House of Representatives passed a spending bill known as the Consolidated Appropriations Act of 2023. A major...