Team profile


You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Community participation

A big part of who we are is giving back to improve the lives of others not as fortunate as we are. Sam serves on three charitable boards with a focus on fund raising. These organizations include Ripple of One, The Cliffs Residents Outreach and The South Carolina Plan Giving Council of which Sam Head is currently a member. Sam is also very involved in supporting the churches that he has been involved with over the years.