Hollifield Financial Group

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Hollifield Financial Group Boutique firm offering personalized retirement planning and wealth management. Offices in Charleston, Jacksonville, and Asheville.

We provide tailored strategies and secure solutions, guiding you through a successful retirement. Hollifield Financial Group aims to be the best in helping seniors map out their futures. Safety is our main objective when providing both financial and insurance guidance. Retirement is often just the beginning, and should be the stress-free part of life focused on fun, family, and freedom. We work as a team to make sure this is not just a possibility, but a reality! Our dynamic group works as a cohesive unit to ensure bright days for seniors throughout the Southeast. HFG Capital is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where HFG Capital and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by HFG Capital unless a client service agreement is in place.

“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Investment advisory services offered through HFG Capital, LLC (HFG), a registered investment advisor. HFG and Hollifield Financial Group are independent of each other. Insurance products and services are not offered through HFG but are offered and sold through individually licensed and appointed agents.

National Save for Retirement Week is a great chance to revisit your long-term savings.🌿 Review your contributions to 401...
10/20/2026

National Save for Retirement Week is a great chance to revisit your long-term savings.

🌿 Review your contributions to 401(k), IRA, or other accounts.
🌿 Check if you’re eligible to catch up on contributions (age 50+).
🌿 Estimate how much income your savings could provide.
🌿 Think about future healthcare or inflation costs in retirement.

Every contribution counts when it comes to retirement.

New Blog Alert: Check out our new blog on our website, Trump Accounts: Giving the Next Generation a Head Start.
10/19/2026

New Blog Alert: Check out our new blog on our website, Trump Accounts: Giving the Next Generation a Head Start.

Trump Accounts: Giving the Next Generation a Head Start Kimsey HollifieldSep 28, 2026 A few weeks ago, I was thinking about something I wish I had understood better when I was younger. Time.Not time in the philosophical sense. Time when it comes to money.

It’s National Estate Planning Awareness Week, a reminder to get your affairs in order.📜 Check that your will and power o...
10/19/2026

It’s National Estate Planning Awareness Week, a reminder to get your affairs in order.

📜 Check that your will and power of attorney are current.
📜 Review beneficiary designations on financial accounts.
📜 Consider trusts if your situation requires more control.
📜 Store documents where they’re accessible but secure.

Keep your wishes documented and up to date.

Medicare Open Enrollment runs October 15 to December 7—review your options now.✅ Compare Medicare Advantage and Suppleme...
10/14/2026

Medicare Open Enrollment runs October 15 to December 7—review your options now.

✅ Compare Medicare Advantage and Supplement plans.
✅ Check your current provider network and prescriptions.
✅ Evaluate out-of-pocket costs across plan options.
✅ Use the Medicare.gov tool to estimate your annual costs.

Plan reviews today may help with healthcare budgeting later.

Honoring the history, culture, and enduring contributions of Indigenous communities.
10/12/2026

Honoring the history, culture, and enduring contributions of Indigenous communities.

10/07/2026

Open enrollment is here! Review your benefits and align them with your goals.

October is Financial Planning Month, an ideal time to review your full strategy. 🗂️ Review your estate plan, including w...
10/05/2026

October is Financial Planning Month, an ideal time to review your full strategy.

🗂️ Review your estate plan, including wills and beneficiaries.
🗂️ Reassess your retirement distribution plan and timeline.
🗂️ Check insurance coverage for health, life, or LTC.
🗂️ Identify any changes in income or expenses.

Planning is a year-round habit. October is a great checkpoint.

09/30/2026

Set S.M.A.R.T. financial goals for a secure future!

Still have money sitting in CDs, money markets, or savings accounts?We’re currently seeing 3-year rates at 6.00% and 5-y...
09/22/2026

Still have money sitting in CDs, money markets, or savings accounts?

We’re currently seeing 3-year rates at 6.00% and 5-year rates at 6.15% with principal protection and no exposure to stock market losses.

If you have money sitting on the sidelines and want to see if you could be earning more, give us a call.

Rates are subject to change. Product terms, surrender charges, and other limitations apply.

Address

Headquarters Office/208 N. Cedar Street , Ste 200
Summerville, SC
29483

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18439003099

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