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

Important Disclosure Information: http://raymondjames.com/smicd.htm

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:

raymondjames.com

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

Thank you all for your vote of confidence. Here's to a another great year.
04/14/2026

Thank you all for your vote of confidence. Here's to a another great year.

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes ...
04/07/2026

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.

raymondjames.com

All eyes turned toward the Middle East as ongoing hostilities sent oil prices skyrocketing past $100 a barrel for the fi...
04/01/2026

All eyes turned toward the Middle East as ongoing hostilities sent oil prices skyrocketing past $100 a barrel for the first time since 2022, causing global markets to price in potential long-term consequences. Read more in the the March market recap:

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

Alerts

Be the first to know and let us send you an email when Bluffton Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Bluffton Financial Planning:

Shortcuts

Share

Category