Accounting, Tax Services, Financial Planners
Frederick J. Malone, CFP
PO Box 37
Mt. Pleasant, SC 29464
843.881.6816
Fred Malone
Specializes in tax return preparation for REALTORS®
IRA Checkbook
1643-B Savannah Highway Suite 282
Charleston, SC 29407
843.410.0187
Contact: Jeff Beall
Hold Fast Asset Protection/IRA Checkbook, located in Charleston, SC, is a company born out of the desire to empower individuals. Our goal is to educate the public about all the available investment options, thereby, enabling them to direct their own retirement investments if they so choose. When evaluating the origins of the regulations governing retirement investment, it is clear that the legislation intended for all citizens to have the ability to save a portion of their compensation without tax implications and to invest it wisely, yet simply. We must return to an era of each person preparing for his or her own retirement and making it a priority, just as large pension plans have done in the past.
Mutual of Omaha
7301 Rivers Ave., Suite 180
North Charleston, South Carolina 29406
843.764.1550
Contact: Linda Wethington
