Retirement Income PlanningMedicareSafe Money StrategiesAsset ProtectionFixed Annuities
About Matthew Pisano — Fort Mill, South Carolina
Matthew Pisano is the President of Allied Wealth, a division of Insurance Exchange, serving clients in Fort Mill, South Carolina and surrounding areas. With a team boasting over 50 years of combined experience, Allied Wealth specializes in helping seniors make informed, safe money retirement planning decisions.
Safe Money Retirement Planning in Fort Mill
At Allied Wealth, the principal concern is assisting clients to eliminate unnecessary risks while planning for a successful financial future. Matthew and his team take a conservative, client-focused approach to retirement planning, ensuring every recommendation aligns with each client's unique goals and risk tolerance.
Comprehensive Resources and Expertise
Allied Wealth has access to numerous resources, multiple certifications, and experienced knowledge to provide to their family of clients. The firm strives to ensure each client's program is the best fit for them to accomplish their goals, whether that involves retirement income pla...
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Frequently Asked Questions About Financial Advisors in Fort Mill, South Carolina
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.