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.

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Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Social Security: Maximizing Your Social Security Benefits

Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.