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Financial Planning

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Aiken & Co., we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Aiken & Co., you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:
  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement
Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Aiken & Co. is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Aiken & Co. today to see how Financial Planning can help achieve your goals.

Sam and Brandon were a pleasure to deal with in changing my personal insurance as well as business insurance. They really know their respective departments/job duties and I recommend anyone to them for insurance needs and concise explanations regarding coverages. Thanks guys! 

Anonymous

Aiken & Company has been very helpful in designing a customized and comprehensive program for my personal insurance, that I was actually excited about purchasing insurance for the first time! They have a highly trained and professional staff and provide Lehman’s term in regards to coverage’s and claims scenarios/protocols. Would recommend to anyone looking for great coverage, favorable pricing, and second to none customer service!

Mrs. Williams

The new website in addition to the other is a great idea! The insurance site is very helpful and we love the option to rate online and receive real time quotes! Will send link to others in my contact list.

Anonymous

Great work Richard! You did an excellent job of explaining what my policies cover and what they do not – without clouding it with technical jargon.

Anonymous

Thanks for all the help. The website content turned out to be very clear and helpful. We are sure it will help persuade the visitors to engage in your services. You are on my contact list for our future insurance needs in addition to the needs of our friends!!

Anonymous

Richard Owens and his staff at Aiken & Co. are some of the finest insurance professionals in South Carolina. I had the privilege of working with more than two dozen independent agencies in SC, and Richard's group is at the top of the list. The service and expertise they provide to their clients is second to none.

Jerod Blakestead, Senior VP, AJG

Serving Areas:

  • Florence, SC
  • Columbia, SC
  • Greenville, SC
  • Myrtle Beach, SC
  • Conway, SC
  • Darlington, SC
  • and surrounding areas