Key Strategies
for Protecting Your Assets


Retirement Planning - Wealth Managment - Greenville SC
RETIREMENT INCOME PLANNING


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Social Security Planning Greenville SC
SOCIAL SECURITY PLANNING


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Tax Planning for Retirement Greenville SC
TAX PLANNING



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Estate Planning, Legacy Planning Greenville SC
LEGACY/ESTATE PLANNING


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Re-evaluate Insurance Coverage Greenville SC
INSURANCE COVERAGE


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Your Retirement Preservation Specialists.

Whether you’re approaching retirement or it is several years down the road, it pays to plan, and to have a comprehensive financial strategy in place. At Millard Beatty Associates, we faithfully partner with our clients to help build their portfolios into stronger resources for their futures. We provide customized solutions focused on increasing your income, maximizing your Social Security benefits, mitigating your taxes and minimizing your risk exposure. We promise to provide exceptional service and to utilize investment products and strategies that preserve your assets so you can enjoy a comfortable retirement.

Why Millard Beatty Associates?


  1. We offer all-encompassing expert financial planning and insurance protection under one roof.
  2. Our key financial advisors are industry veterans with 40+ years experience.
  3. We don’t charge fees for our services, so nothing comes out of your investment.
  4. We serve individuals across the economic spectrum—regardless of the size of their portfolios.
  5. We have strategic alliances with a CPA, estate/trust attorney and mortgage loan specialist to further simply your personal planning needs.
  6. We represent the most trusted and financially secure companies in the marketplace.
  7. We carefully balance investment strategies with preserving principal.

Our Turnkey Retirement Income Planning Strategies: