Skip to content
  • T: 843.488.1200
  • F: 843.488.1430
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • William M. Goldfinch IV
    • Sallie Goldfinch
    • Dee Lee Thompkins
    • Why Work With a CFP
    • What Makes Us Different
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Retirement Plans
    • Families & Individuals
    • Retirees
    • Pre-Retirees
  • Our Difference
    • Our Difference
    • Our Approach
    • Alternative Investments
    • Business Planning
    • Corporate Retirement Plan Consulting
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Client Access Videos
    • Worthwhile
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Goldfinch Financial Group
    1314 4th Ave Conway, SC 29526-5029 T: 843.488.1200 F: 843.488.1430
    Map and Directions Map and Directions
Goldfinch Financial GroupGoldfinch Financial Group
Reset All Filters
Filter
  • Category
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Education
    • Women
  • Media
    • Article
    • Infographic
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
Family & Lifestyle
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its ini...
Markets & Investing
Read
Read
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to con...
Markets & Investing
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Read
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
Read
What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. ...
Family & Lifestyle
Read
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
Estate & Giving
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow y...
Markets & Investing
Building an emergency fund
A financial setback can be devastating. But building an emergency...
Retirement & Longevity
Always here for you
Goldfinch Financial GroupGoldfinch Financial Group
  • 1314 4th Ave Conway, SC 29526-5029
  • T 843.488.1200
  • F 843.488.1430
  • Map & Directions
  • Map & Directions

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright © 2025 Hilton Head Capital Partners - All Rights Reserved.

Hilton Head Capital Partners, LLC dba Goldfinch Financial Group

CRSform