Upstate Legacy Planning Group

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

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhanc...
06/22/2026

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhance your overall plan. http://spr.ly/6185BDGCAB

06/16/2026

Please join us in welcoming Eddie Terrell to Upstate Legacy Planning Group!

Eddie has worked at Northwestern Mutual since 2013 and is dedicated to helping clients reach their financial goals with confidence.

When he is out of the office, you will find him on the golf course or spending time with his wife, Cricket, and their family.

We are excited to have him on our team and look forward to the impact he will make for the clients we serve.

Welcome to the team, Eddie!

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your...
06/15/2026

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals. http://spr.ly/6182B862dE

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidenc...
06/08/2026

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidence. http://spr.ly/6185BBGFz1

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.

-----
(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

Address

501 E McBee Avenue
Greenville, SC
29601

Telephone

+18647278043

Website

Alerts

Be the first to know and let us send you an email when Upstate Legacy Planning Group 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 Upstate Legacy Planning Group:

Shortcuts

Share

Category