Brad Kingsley (CFP®)

Brad Kingsley focuses in the
following client markets or areas of practice:

Business Owners

Cash Flow/Budgets/Credit Issues

Entrepreneurs

Estate & Generational Planning Issues

Generation X

Tax Planning

Planning Specialties

Comprehensive Fee-Only Financial Planning

Small Business Financial Planning

Tax Planning

Maximize Business Value

Retirement Income Planning

Investment Management

College Education Planning

Additional Information

Brad Kingsley is a Mount Pleasant, SC fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®). Brad provides comprehensive financial planning, investment management, and small business advisement to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brad is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

FINANCIAL PLANNING

An ideal financial plan is built around your specific values, goals, and dreams.

Within our relational process, we’ll clarify your current financial state, explore your ideal vision of the future, and evaluate options to achieve as much as possible – considering prioritization of various scenarios.

INVESTMENT MANAGEMENT

Investing is just one part of a healthy financial plan – but an important part.

In our relationship, we will clarify your risk tolerance to understand the best way to balance your portfolio and minimize your investing anxiety. We also clarify personal details and goals, and merge this with risk profiles, to optimize your portfolio in the best way toward your goals – for you personally.

BUSINESS ADVISEMENT

Personally I have started, grown, managed, and successfully sold my own business. I’ve dealt with startup tasks, human resources, technology, management, finance and everything else you are dealing with. If you want someone to come alongside you who has already successfully navigated these areas, let’s talk about business advisement services.