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 * Financial Wellness Service
 * Fee-Only Certified Financial Planning
   * Fiduciary Fee-Only Financial Planning
   * Financial Planning for Business Owners & Entrepreneurs
 * Blog
 * About
 * Let’s Talk

 * Financial Wellness Service
 * Fee-Only Certified Financial Planning
   * Fiduciary Fee-Only Financial Planning
   * Financial Planning for Business Owners & Entrepreneurs
 * Blog
 * About
 * Let’s Talk


 * Financial Wellness Service
 * Fee-Only Certified Financial Planning
   * Fiduciary Fee-Only Financial Planning
   * Financial Planning for Business Owners & Entrepreneurs
 * Blog
 * About
 * Let’s Talk

 * Financial Wellness Service
 * Fee-Only Certified Financial Planning
   * Fiduciary Fee-Only Financial Planning
   * Financial Planning for Business Owners & Entrepreneurs
 * Blog
 * About
 * Let’s Talk





 * ARE YOU READY TO
   MAXIMIZE YOUR MONEY?
   
   
   BRAD KINGSLEY, CFP®, CEPA®
   CERTIFIED FINANCIAL PLANNER™
   
   Schedule a time for us to talk
   Learn More...
   

 * 
 * 




FEE-ONLY FINANCIAL ADVISOR (CFP®, CEPA®) BASED IN CHARLESTON SC.



If you arrived here looking for a financial advisor “near me”, please note that
I work with clients across the USA leveraging an extensive planning portal,
video meetings, and other online tools. Why not work your financial plan from
the comfort of your home or office?





EXPERIENCED AND QUALIFIED TO HELP MAXIMIZE YOUR MONEY




PERSONAL FINANCIAL PLANNING

We strive to be known as the best financial planners for clients who are looking
for:

 * Fee-Only: No commissions, kick-backs, or insurance sales
 * CFP©: Accredited CERTIFIED FINANCIAL PLANNER
 * Fiduciary: Working for YOUR best interests – even if we earn less doing it!


BUSINESS VALUE GROWTH COACHING AND ADVISEMENT

We don’t only work with business owners, but if you own a business and are
looking for:

 * Certified Exit Planning Advisor (CEPA®):
   * Holistically serving business owners’ needs regardless of the timing of
     their exit
 * Over 20 years of entrepreneurship experience:
   * Including the start, growth, and exit of privately-held businesses
   * Accredited angel investor with over a dozen private investments

If you would like to learn more about either path – or both – just schedule a
no-obligation complimentary introduction call.



Schedule a time for us to talk



A FEW RECENT BLOG POSTS




 * 

THE MOST CRITICAL FACTOR IN ACHIEVING YOUR GOALS MAY SURPRISE YOU



Goal-setting, in both business and personal life, is extremely important. As Zig
Ziglar said, "If you aim at nothing, you will hit it every time." Just having
goals in mind isn't the key to achieving [...]

 * 

3 BIG REASONS WHY YOU NEED TO DO A MID-YEAR FINANCIAL REVIEW



Last year's taxes are officially filed. You're more than halfway through the
current year. How are you doing with your finances? If you are like most people,
you really aren't sure. Now is a great [...]

 * 

THE KEY TO SCALING UP A SERVICE BUSINESS



To grow a valuable business – one you can sell – you need to set up your company
so that it is no longer reliant on you. This can be easier said than done,
especially [...]

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ARE YOU READY TO MAXIMIZE YOUR MONEY?

Subscribe to receive similar to topics we cover when coaching owners through
Value & Income Growth and individuals on Personal Financial Planning. This
content is ideal if you prefer a do-it-yourself model – or just want to learn
more about the areas that can help you maximize your money.

Subscribe to get articles via email
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 * Fiduciary Fee-Only Certified Financial Planning
 * Blog Posts
 * About



--------------------------------------------------------------------------------



Value Growth Advisor, Business Coach & Fee-Only Certified Financial Planning
(CFP®) based in Mount Pleasant / Charleston SC; Serving clients everywhere
virtually.



Helping you create a personal financial plan to achieve goals that are
specifically important to YOU. Fee-only Financial Planning covers topics such as
retirement planning, college planning, business cash flow, business value
growth, risk management, and more.

POPULAR BLOG CATEGORIES



Business Value Growth
Financial Fitness
Intelligent Investing
Budgeting Your Money
Financial Coaching
Retirement Planning
Making More Money

 

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Investment advisory services are offered through Cast Financial LLC (“Cast
Financial”), a registered investment advisor located in Nebraska. Cast Financial
is registered in NE & SC. Cast Financial may only transact business in those
states in which it’s registered or qualifies for an exception or exclusion from
registration requirements.

The information contained on this web site is the opinion of the individual
authors based on their personal observation, research, and years of experience.
Because each individual’s situation is different, the reader should consider
working with a Financial Planner for their specific financial needs.

For additional information please see our Privacy Policy and Disclosure pages.



Copyright 2023 Maximize Your Money
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