Financial Advisors
Mt Pleasant, SC
Flip Flops and Pearls Financial Planning is a comprehensive financial advisory firm in Mt Pleasant specializing in retirement and lifestyle design, wealth and estate coordination, business owner planning, and life transition guidance. Founder Reggie delivers personalized, fiduciary-based planning that starts with your life goals rather than just account balances, helping clients navigate complex decisions around retirement timing, equity compensation, taxes, and major life moves. They work with clients both locally and remotely across the Coastal Southeast, offering proactive follow-through and structured guidance to transform financial management from overwhelming to organized.
Ideal for: High-income professionals, business owners, retirees planning lifestyle transitions, individuals relocating to the Coastal Southeast, those inheriting substantial assets
Service area: Mt Pleasant, Charleston, and the Coastal Southeast (remote clients nationwide)
Fee-Only Fiduciary Model: Operates as a fiduciary with no commissions or conflicts of interest, ensuring recommendations are based solely on your best interests rather than advisor compensation.
Life-First Planning Approach: Builds comprehensive plans starting from your lifestyle goals and life transitions—retirement timing, relocations, inheritance events, business ownership—rather than just portfolio management.
Coastal Relocation Specialist: Offers specialized pre- and post-move planning with coordination on tax filings, investment restructuring, and connections to trusted CPAs, attorneys, and bankers in the Charleston area.
Address: 1007 Johnnie Dodds Blvd Suite 135, Mt Pleasant, SC 29464
Phone: (843) 329-7545
Website: flipflopsandpearls.com
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