Our Services

At Lowcountry Retirement Services clients choose from our fee based planning services or may maintain their accounts directly with financial institutions. We do all the "leg work" to get you the plan that best meets your needs. Our advisors recommend a strategy that begins with examining your current situation. Jim Grogan or Steve Conte will meet with you to gather the necessary information and recommend the approach to asset management that best suits your current needs. The first meeting is complimentary. Please return to the homepage, click contact us, and click on the contact form button to submit a contact form by email, if you are interested in scheduling your first meeting.   

Lowcountry Retirement services offers life planning education classes, fact-finding procedures, personal meetings and numerous research resources to actively involve you in defining your life planning goals.  Once your goals have been established, we will suggest appropriate asset management strategies to suit your vision and objectives. We can provide comparisons of alternative strategies and show you model scenarios to help you better understand why the strategies we suggest are right for you.

After we determine your life planning goals, we recommend regular reviews to maintain a current financial plan that will continue to fufill your goals. Careful analysis and regular review of investor's needs enables us to develop and maintain portfolios that will fufill your goals.

Lowcountry Retirement Services can help you define and execute a sound financial life plan by offering the following products and services:

  • Life Planning Classes
  • College Expense Preparation Planning Including 529 Plans *
  • Pre and Post Retirement Planning
  • Estate Planning
  • IRA and Pension Rollovers
  • Life Insurance
  • Long Term Care Insurance
  • Fixed and Variable Annuities *
  • Stocks, Bonds, and Mutual Funds *
  • Mutual Funds that Invest in Socially and Environmentally Responsible Companies *
  • Investment and Insurance Services *
  • Roth IRA Conversions
  • Fixed Income Investments *
  • Tax Free and Tax Deferred Investment *
  • Business Retirement Plans 
  • Investment Advisory Services *
  • Comprehensive Financial Plans *
  • Periodic Investment Plan Reviews
  • Beneficiary Designation

*Securities and investment advisory services are offered through Multi-Financial          Securities Corporation