Upstate Legacy Planning Group

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

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that...
06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6189BBNCE3

We are honored to have been named a Forbes Best in State Wealth Management Team earlier this year. We are incredibly exc...
05/15/2026

We are honored to have been named a Forbes Best in State Wealth Management Team earlier this year. We are incredibly excited to introduce some new team members in the coming weeks. Thank you for your continued trust in ULPG - it is going to be an excellent year.

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(Ranking Published 1/2026. Data as of 3/31/25. No compensation provided for ranking. Licensing fees apply to use Forbes logo)

Young households are spending less and saving more. Read this article for ideas on how you can take control of your fina...
05/11/2026

Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals. http://spr.ly/6180BB3jxA

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the de...
05/04/2026

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the details. http://spr.ly/6188BBKA7o

04/27/2026

Here are the new 401(k) contribution limits for 2026. Learn more about what this might mean for your overall retirement strategy. http://spr.ly/6188B6zt9M

Americans dream of retiring comfortably with $1.46 million, but many aren’t saving enough. Let’s take the guesswork out ...
04/20/2026

Americans dream of retiring comfortably with $1.46 million, but many aren’t saving enough. Let’s take the guesswork out of your future by creating a clear retirement savings plan just for you. http://spr.ly/6183B6WQkl

Life insurance isn’t one-size-fits-all. Let’s talk about how your income, debt and family goals impact your coverage nee...
04/13/2026

Life insurance isn’t one-size-fits-all. Let’s talk about how your income, debt and family goals impact your coverage needs. http://spr.ly/6186hCzOA

Many people rely on life insurance through work, but it’s often not enough. We can help you review your coverage and bui...
04/06/2026

Many people rely on life insurance through work, but it’s often not enough. We can help you review your coverage and build a strategy that protects what matters most. http://spr.ly/6180B6uwbg

Don’t let tax season surprises derail your financial plan. Learn what you need to know about living and working in diffe...
03/30/2026

Don’t let tax season surprises derail your financial plan. Learn what you need to know about living and working in different states. http://spr.ly/6185B6K5sB

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501 E McBee Avenue
Greenville, SC
29601

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+18647278043

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