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
- 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.
NAPFA Start Date
April 18, 2018