Worried that your financial strategy is

Missing Something?

We’re here to help you feel confident in your financial future.


At Cove Financial Solutions, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Financial Services

Our financial advisors at Cove Financial Solutions can help you. Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.

Investment Planning

Not just another portfolio, we build and manage investment models aligned to your plan goals and desired future. Once we have established your income plan, we work to create an investment plan for you which typically will include:

  • Assessing your risk tolerance
  • Adjusting your portfolio to reduce fees
  • Volatility control
  • Evaluating ways to reduce risk while still working toward your goals
  • Comprehensive institutional money management

    Tax Planning

    Your finances in retirement are particularly exposed to taxes. We plan ahead giving you options for tax mitigation. It’s not only about investment returns, it’s what you keep after taxes. Many advisors only focus on returns. We focus on both the investments and the tax consequences. We have an in-house Accounting and Tax Department on our team. Our investment planning focuses on your after-tax returns which means more money in your pocket.

    Estate Planning

    Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.

    Insurance Services

    Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.

    Wealth Management

    Wealth Management is a very client-centered process focused on developing a roadmap to help clients build, protect, and transition their wealth. This process includes reviewing all areas of their financial life including retirement, taxes, legacy, and business planning.

    A strategy based on your goals:

    Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.

    Ongoing Relationship

    We offer services in these three areas:


    Prepare for retirement by putting your hard-earned assets to work.


    Protect the assets that can help you live the retirement you’ve always imagined.


    Provide for the people and causes you care about the most.


    Asset Protection
    Charitable Giving
    College Funding
    Deferred Income Annuity
    Estate Planning
    Fixed Indexed Annuities
    Guaranteed Income
    Income Planning
    Investment Planning
    IRA Legacy Planning
    IRA & 401(K) Assets and Planning
    IRA, 401(K) and 403(B) Rollovers
    Lifetime Income Planning


    Cash Needs Planning
    Health Care Planning
    Insurance and Mortgage Solutions
    Life Insurance
    Lifetime Income Planning
    Living Benefits Insurance
    Long Term Care Insurance
    Retirement Income Planning
    Retirement Income Strategies
    Personalized Portfolio Management
    Tax Optimization Strategies


    Income and Expense Analysis
    Inflation Plan
    Legacy Planning
    Longevity Protection
    Safe Money Options
    Social Security
    Social Security Maximization
    Spousal Plan
    Tax-Efficient Strategies
    Trusts & Estates
    Wealth Management
    Wealth Planning
    Trusts & Estates


    The Next Step?

    For more information about any of the products and services we offer, schedule a meeting today!

     Or give us a call at 843-576-1448

    The professionals at Cove Financial Solutions

    map a customized strategy to help you achieve your financial goals. Because change is constant, we will follow through and evaluate your plan to make sure it meets your current needs. We believe educating our clients is essential in building and maintaining an efficient plan. Therefore, we’ll incorporate you in every step of the way.