Lynn Carney

Financial Planner / Financial Adviser

Domicile State: SC

BUSINESS PHILOSOPHY

My goal is to provide families and business owners  with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Managed Accounts
  • Wealth Management Services

QUALIFICATIONS

  • Licensed to sell Life and Health Insurance in SC & GA
  • Licensed to sell Variable Products in SC & GA
  • Registered to offer Securities Products in SC, NC & GA
Phone (843) 856-5552
Fax (843) 216-3352
Mobile Phone (843) 810-2042