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Palmetto Investment Consultants, LLC

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Pursue Your Financial Goals

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.

Helpful Content

Is a Variable Annuity Right for Me?

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

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.