Virtual Advisement, In Person Advisement, Both
Comprehensive Financial Planning, Investment Management, Retirement Income Planning
F.L.Putnam Investment Management Company provides objective financial advice and comprehensive financial planning to clients nationwide. I meet with clients virtually or in-person in North Charleston, SC. I am a CERTIFIED FINANCIAL PLANNER® and Retirement Income and Tax Planning Certified Professional (RICP®, TPCP™). My goal is to help clients build, manage, preserve, and transition wealth.