Amanda Matthews

Financial Services Representative, Assistant to Michael Leonard, Financial Advisor

Domicile State: SC

BUSINESS PHILOSOPHY

As a financial services professional, I help my clients make informed and meaningful financial decisions based on their unique values, needs and priorities.  Together, my clients and I build a financial strategy that encourages them to think about where they’ve come from, where they’re going, and what they’ll leave behind.

PERSONAL SOLUTIONS

  • Financial strategies and protection services
    • Financial guidance
    • Life and disability income insurance needs
    • Review of savings and investments
    • Long-term care needs assessment
    • Budgeting and cash flow study
  • Retirement products and services
    • Fixed and variable annuities
    • Retirement income needs review
  • Tuition funding programs
    • College costs analysis
    • Insurance and investments
  • Investment products
    • Mutual funds
    • Unit investment trusts
    • Variable annuities
  • Estate planning
    • Tax efficiency strategies
    • Charitable giving
BUSINESS SOLUTIONS
  • Business continuation planning
    • Business continuation planning
    • Funding option analysis
    • Buy sell strategies
    • Family business succession planning
  • Executive fringe benefits
    • Executive bonus plans
    • Split dollar insurance
    • Deferred compensation funding
    • Salary continuation plans
    • Non-qualified executive fringe benefits
  • Employee benefit program
    • Pension, profit sharing and 401(k) plans
    • Payroll deduction plans
Phone (843) 856-5574
Fax (843) 216-3352
Mobile Phone (803) 795-7840