A successful financial future requires the correct financial solutions.
We specialize in advanced estate planning as well as social security income and business planning. This allows us to help clients navigate the many pitfalls associated with protecting and growing their savings while identifying ways to improve their income and take care of their families. We are able to provide comprehensive and integrated solutions that best fit your needs for a successful financial future. Let us show you how!
Watch my recent interview.
Why choose Tunnell Financial
Brad graduated from Clemson University in 1995 and quickly attained his Series 6 and Series 63 Securities License as well as attended The American College to become certified by the LUTC in “Advanced Estate Planning”. He is currently obtaining his CFP(Certified Financial Planner) designation at Duke University.
You see, many advisers are compensated by commissions. This could possibly influence the advice that they provide. Brad wanted to eliminate this influence and conflict of interest. If you hold a Series 65 Securities License, then you are bound by law to a “Fiduciary” duty as opposed to a “Suitability” duty. This is a very important distinction.