Upstate Legacy Planning Group

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Upstate Legacy Planning Group Tailored Solutions for a lifetime of financial security

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a h...
10/20/2026

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan. http://spr.ly/6186BGU7BM

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re ...
10/12/2026

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re not sure how to prioritize, let’s talk through the benefits of each option.
http://spr.ly/6184BGsLAi

Thank you to all our clients, family, and friends who joined us in celebrating the opening of our Anderson office. We go...
09/30/2026

Thank you to all our clients, family, and friends who joined us in celebrating the opening of our Anderson office. We got to hear from Brett Smith, MBA, CFP® and Matthew Perkins about how special Anderson truly is. We are honored to have the opportunity to serve you all and become a part of this community.

For more information, please see our website http://spr.ly/6183BGsoBz or come visit us at 523 N Main St, Anderson, SC 29621.

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk a...
09/28/2026

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings. http://spr.ly/6180BGdYqM

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-en...
09/21/2026

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-end deadlines. Reach out to me, and we can build a personalized plan together. http://spr.ly/6183BGJfD7

Your grandkids may be one of your biggest financial priorities—but they shouldn't jeopardize your own well-being. Here a...
09/14/2026

Your grandkids may be one of your biggest financial priorities—but they shouldn't jeopardize your own well-being. Here are smart ways to help build their future while protecting yours. http://spr.ly/6182BGJfDA

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you ...
09/09/2026

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you and your partner build your life together and plan for the future. http://spr.ly/6184BGHUWm

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence...
08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6182B1xV7G

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth...
08/24/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6183BELqZU

Address

501 E McBee Avenue
Greenville, SC
29601

Telephone

+18647278043

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