Many people in Aiken know me as a retired educator with National Board Certification in Social Studies who taught Advanced Placement Government and Politics as well as International Baccalaureate History. I also taught economics at the honors level. My students called me “Coach”, whether in athletics or academics. What they do not know is that I was an internal bank auditor, held several editorial positions at The Augusta Chronicle while teaching by day, taught insurance classes to young agents in the life, health, and disability specialties. I hold two highly recognized designations from The American College of Financial Services-Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). I was named a Fellow of the former National Association of Life Underwriters prior to it adding financial advisors.
I have been licensed to sell insurance-related products for over 45 years. I became a financial advisor/planner representative registered with FINRA and held registrations to give advice on stocks, bonds, mutual funds, options, and limited partnerships. In my opinion, fee-based advice is too expensive over time. Many mutual funds cost too much and where is your safety net? Computers are too fast for an average person to manage their accounts and get the best prices in the market. Since the 1990s, I have relied on a more conservative approach to solving financial problems. I strive for tax efficiency in my recommendations to make your financial goals and objectives easier to accomplish. Some of these strategies are only available to accredited investors and are not correlated to the stock market. One strategy involves up to 100 ways to invest without relying on expensive brokerage fees or a fee-based financial planner utilizing stocks, bonds, and mutual funds.
My objective is to teach you to become a better decision-maker and to create awareness of and mitigate financial risks so that you can build a sound retirement plan, college savings program, reduce or eliminate future tax liabilities and give you the opportunity to grow your nest egg while sleeping more peacefully at night.
Should you like to talk about possible solutions to some of your financial planning issues, go to my web site at WWW.MACHANNA.NET, and tap the CONTACT button. Our conversation will be cordial, confidential, and personal. Please understand, you are under no obligation. Permit me to show you some of the 21st Century stress-free retirement savings, tax-reduction strategies, while guaranteeing a predictable income stream. I am currently licensed in most Southern states, but we can still talk if you are a resident of another state.
South Boundary Financial
1212 Williams Drive Aiken SC 29803
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