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Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust Coaches

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At Palmetto Investment Consultants, LLC, substantiating our clients' trust and focusing on their needs are all that matter. We pour every ounce of effort we have into developing, implementing, and monitoring investment strategies to help our clients pursue their financial and lifestyle goals.

We believe in thinking “outside the box,” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.

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Helpful Content

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Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.