Our Principal Agent, Cherise Barkley has over 18 Successful years of working in the Financial Services Arena and brings a Wealth of Knowledge to the Table in Assisting our Clients. Her pleasing personality and calm demeanor provides a relaxing and very productive session resulting in a lifetime working relationship with the client.
Life Insurance - Life insurance can be more than a safety net. Depending on the type of life insurance, it also can be the foundation for a sound financial plan.
We'll apply time-tested strategies, provide expert advice and make recommendations as to what is most important to you with confidence.
What keeps you up at night?
If you're like most owners there's plenty to think about late nights and early mornings. If you get hurt or die, what happens to the business?
With so much on your mind, wouldn't it be reassuring to know that professional guidance is available to help address your concerns? Leave it to us.
Spring – A Great Time to Clean Your “Physical House & Financial House "
Spring is near and many people are planning and getting ready for the time of year where annual spring cleaning in their homes and their lawns & gardens will be in full swing. Yet many of those same families are in need of Financial Cleaning, Pruning and Planting. In most cases that type of cleaning will be overlooked and passed over.
Why do most individuals, families and business owners avoid discussion and planning on one of the most important subject matters in their life? Why do they neglect to protect what they've worked most of their lives to build and earn?
Based on my experience there are five main reasons why people do not plan & work on their finances as well as build their "Financial House":
1. It's uncomfortable for them.
2. Fear of What they Will Find.
3. Think They have it all Together.
4. Believe they will have time to get to it.
5. Not having a Place to go to get Expert Advice, Solutions, Services and top notch Financial Products.
I believe people who rush to the Home Depot, Wal-Mart and Lowes to pick out and purchase the tools, products and services they need to make their home and lawn look great and in tip top shape, should also make a trip to The Tidewater Wealth Solution Store in the Bluffton Village - Downtown to also pick out the tools, products and services to ensure their Finances look great and are in tip top shape...not just for the spring and summer but for the Future Years to come!
Here at Tidewater Wealth Solutions our mission is:
"Providing Sound Financial Education and Solutions to the Current and Growing Community of the Lowcountry using the Most Dynamic Products and Services of the Top Companies within the Insurance and Retirement Planning Industry"
As such We Stand ready to Assist and to Serve.
We offer Education, Solutions and Products in the areas of...
Life Insurance, Annuities, Disability Insurance, Long Term Care and Identity Theft Protection
I look forward to seeing you at either the Official Grand Opening, March 22, 2017 - 4:30pm - 16A Palmetto Way Bluffton SC 29110, one of our Daily "Chat & Chew" Events during 3-6pm same location, or one of our workshops.
Remember Food, Fun and Finances - They all Go Well Together, so come on down so You and Your Finances can Relax and "Rise with the Tide".
Tidewater Wealth Solutions
FINANCIAL EDUCATION WORKSHOP FOR THE LOWCOUNTRY
Attend this Workshop and You Will Learn…
* Debt Elimination Strategies
*The Best Types of Insurance to Protect Your Life, Income and Assets
*How to Prepare for Retirement
*How to Prepare For Your Child's College Education
*The Importance of Planning Now for Long-Term Care
*The Importance of a Will
…and A Special Introduction to The 6 "Laws of Success"
Thursday, June 1, 2017
6:00 pm – 8:00 pm
*This is a Free Event*
*Light Refreshments Served*
*Call or email to R.S.V.P. or
Set a Private Individual Appointment
Tidewater Wealth Solutions
Coffee Networking with the FBI
Date: June 6, 2017
Time: 8:30 AM - 10:00 AM EDT
Join us at Tidewater Wealth Solutions to learn about how to Protect your Business from Fraud, from FBI Special Agent George Graves.
Free and Open to the Public