Greenville, SC | Winder, GA
Client-Centered Financial Solutions
We provide personalized financial education and hands-on service to address your unique needs and goals. From retirement planning to debt management, our commitment lies in ensuring your financial well-being. Our client-centric approach challenges conventional wisdom, with a strong focus on your satisfaction and the establishment of enduring trust.
Our mission revolves around delivering personalized financial guidance and cultivating your financial education. Whether it’s retirement planning or debt management, we are dedicated to your financial welfare.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Comprehensive Financial Services.
We approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You’re our priority, and we have built our firm around helping you succeed.
Financial Planning
Retirement Plans
Tax Efficient Investment Strategies
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Profit Sharing Plans
Investment Management
Bonds and Common Stock
Educational & Traditional IRAs
ROTH, SEP & Simple IRAs
Treasury Bills & Notes
Government Securities
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Medicare
Fixed Annuities
Fixed Index Annuities
Compassion. Integrity. Expertise.
Our dedicated financial team consists of experienced professionals deeply committed to your financial success. We leverage our extensive knowledge of the financial landscape to offer strategic guidance, personalized solutions, and unwavering support, making your financial goals our utmost priority.
Amanda McHugh Stilwell
Founder & Senior Financial Advisor
Shantel Haines
Retirement Professional & Managing Director, Winder, GA
Judy Morast-Morin
Client Support Specialist
Sarah Fryer
Paraplanner
Mary Frances
Medicare Advisor
Resources for Financial Clarity
A strong financial future begins with a solid foundation. Our educational content and resources are designed to help you build the knowledge and skills required to make informed financial decisions.
Is This Wealth Building Tool Right for You? Real estate has long been recognized as a powerful wealth-building tool. With its potential for long-term appreciation, …
Strategies for Balancing Risk and Reward in Your Investments Investing is a powerful tool for wealth creation, but it inherently involves risk. Understanding and managing …
Managing Financial Strategies During High Inflationary Periods to Optimize Wealth Over Time Inflation is the increase in the cost of goods and services …
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