Bluffton Financial Planning

Bluffton Financial Planning Bluffton Financial Planning | Tax-Smart Investment & Retirement Planning for Bluffton Business Owners & Retirees

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Grand Design Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

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Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and ene...
08/03/2026

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:

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Qualified small business stock (QSBS) can offer significant tax benefits to small businesses seeking to raise capital an...
07/29/2026

Qualified small business stock (QSBS) can offer significant tax benefits to small businesses seeking to raise capital and those looking to invest in innovation:

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Active ETFs are gaining momentum as investors seek greater flexibility in changing market conditions. Explore what's dri...
07/23/2026

Active ETFs are gaining momentum as investors seek greater flexibility in changing market conditions. Explore what's driving their growth and how they may fit into a broader investment strategy:

raymondjames.com

The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil pri...
06/30/2026

The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil price stability and its impact on global markets loomed over an otherwise strong economy. Get the details in the June market recap:

raymondjames.com

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

raymondjames.com

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work i...
05/28/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

raymondjames.com

To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
05/28/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earni...
05/01/2026

As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earnings are expected to grow. Learn more in the April market recap:

raymondjames.com

When wealth arrives suddenly, planning with your long-term priorities in mind could be the first step to ensuring it las...
04/29/2026

When wealth arrives suddenly, planning with your long-term priorities in mind could be the first step to ensuring it lasts:

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The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such...
04/15/2026

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals:

raymondjames.com

Address

1024 Berkeley Hall Boulevard, Ste 201
Bluffton, SC
29909

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5:30pm
Thursday 8am - 5pm
Friday 8am - 4:30pm

Telephone

+18436059100

Website

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