Better Things Financial Partners LLC

Better Things Financial Partners LLC

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Better Things Financial Partners LLC, Financial planner, Registered Investment Advisor Firm, Lexington, SC.

10/28/2024

Chip and his furry assistant, Tupelo, wish you a blessed day!

10/18/2024

Would it surprise you to know that not all financial planners and investment brokers have a fiduciary responsibility to YOU, the client? Does yours? To set up a free consult, PM me.
betterthingsfp.com

05/15/2024

Can you believe it? This is our 10th year of helping people with their financial planning and investments!

The 7 Habits of Highly Effective Investors 07/29/2022

As a Registered Investment Advisor, I believe asset allocation (Item #3) is the greatest value that I bring to my clients.
As you read this article, know that I can also help with #4 and #5! (keeping fees low and working with a fiduciary)
PM me to find out how

The 7 Habits of Highly Effective Investors Seven Rules to Live By for Highly Effective Investing

03/08/2020

This is time sensitive! Go to Betterthingsfp.com or PM me!

Why new tax rules make Roth accounts better than ever 01/16/2019

I love Roth IRA's!

Why new tax rules make Roth accounts better than ever Get money into tax-free vehicles now.

10/31/2018
HighTower Whiteboard Animation: Brokers vs. Fiduciaries 10/17/2018

Thank you, my friends for liking my page! In my opinion, this little video nails the difference between a typical broker and an investment advisor. Can you guess which one I am?

HighTower Whiteboard Animation: Brokers vs. Fiduciaries Investors are taking a hard look at the people managing their money. Elliot S. Weissbluth, the CEO of HighTower, has been a visionary on this issue for over ...

HighTower Whiteboard Animation: Brokers vs. Fiduciaries 10/17/2018

Thank you, my friends, for liking my business page!

in my opinion, this little video reveals best the difference between a typical broker and an Investment Advisor
Can you guess which one I am?

HighTower Whiteboard Animation: Brokers vs. Fiduciaries Investors are taking a hard look at the people managing their money. Elliot S. Weissbluth, the CEO of HighTower, has been a visionary on this issue for over ...

The Most Motivating Financial Chart I've Ever Seen - The Simple Dollar 10/16/2018

The Most Motivating Financial Chart I've Ever Seen - The Simple Dollar While perusing the financial blogosphere on a lazy Sunday, I came across a unique chart called "The Early Retirement Grid." The grid’s main purpose is to s

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A better way to plan your future

While working in the insurance, banking and investment industries for over 13 years, I became convinced that there was a better way for people to receive financial planning and investment services. Clients too often feel trapped between either using Wall Street brokers (with their excessive fees and commissions), or a “DIY approach” with their savings and investments.

Many people make significant financial decisions without proper guidance and planning—decisions that can seriously impact their futures!

That is why I chose the Registered Investment Advisory model. This way I’m not tied to proprietary products or sales quotas. Because I have no allegiance to a specific brokerage, and am not a captive agent to "commission only" products, I can offer a wider selection of financial products and providers to better match your needs.

My mission is to find the best, most effective products that produce the best results for you. There are no outside interests standing between me and my client. As we partner together, rest assured that better things are available!

Address


Registered Investment Advisor Firm
Lexington, SC
29072