PlanFIRST

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PlanFIRST, Inc. is a SEC-registered investment advisory firm located in the state of South Carolina. We are dedicated to successfully guiding people through life’s transitions, and we passionately believe we exist to enrich people’s lives for generations. PlanFIRST, Inc. has been helping clients prepare for their financial futures since 1984, and we currently serve clients in twenty-two states. Our clients include individuals, families, trusts, estates, institutions, and charitable organizations. We have a team of sixteen professionals ready to serve you, and as of March 8, 2017, PlanFIRST, Inc. manages discretionary client assets valued over $350 million.