Comprehensive Financial Planning
At Hogan•Taylor, we use a comprehensive financial planning approach that takes a broad view of a client’s financial picture, including the following:
evaluation of financial status
risk management and insurance
taxation (individual and/or corporate)
business continuation planning
real estate evaluation
As comprehensive financial planners, we contend with securities law, investment advisory laws, insurance regulations, and consumer advocacy provisions. Because of the wide range of expertise required to engage in comprehensive financial planning, effective performance commonly requires a team of specialists with different areas of expertise. Our team is highly trained to properly evaluate all aspects of a client’s financial position, which includes the client’s financial goals and objectives, and utilizes several integrated and coordinated planning strategies for fulfilling those goals and objectives.
As a part of comprehensive financial planning, we offer financial planning for special circumstances. These areas typically include planning for divorce, elder care, disability, terminal illness, job change and job loss, dependents with special needs and monetary windfalls.
Contact us if you are interested in receiving additional information.
Areas We Serve
Grand Strand/Myrtle Beach, SC
Charleston Trident, SC
Hilton Head, SC
Greater Wilmington, NC
Greater Charlotte, NC
Research Triangle (Raleigh/Durham/Chapel Hill), NC