Alderman, Laney & O'Brien

08/21/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

08/19/2026

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

08/16/2026

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

08/14/2026

Your financial decisions aren’t just about numbers – they’re shaped by emotions, habits and mindset. Join us to explore how behavioral finance and social influences may impact your financial future. You’ll gain insight into recognizing common biases and learn practical strategies to help you stay focused on your long-term goals and make more confident, intentional decisions.

07/23/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

06/26/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

02/11/2026

Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibility and control. Connect with me to get started.

02/09/2026

The best time to protect your income is when you’re healthy and working. Costs rise as you age, and coverage can become harder to get. Let’s explore options that fit your life now and in the future. Contact me to learn more.

02/06/2026

Looking forward to our annual Oyster Roast on Sunday, February 22, and hoping for good weather again.

02/04/2026

Looking forward to another fun Oyster Roast on Sunday, February 22, 2026.

Learn about upcoming financial seminars and financial events in Charleston, SC, hosted by financial advisor: Brad Waite.