InvestEd Consulting
  • Financial Planning
  • Investment Services
  • Retirement Planning
  • OUR PEOPLE
  • CLIENT LOGIN
    • ACCOUNT VIEW
    • eMONEY
    • GUIDED WEALTH PORTFOLIO
    • NEW CLIENT

Retirement Planning

A core focus is to assist our clients
with ​their retirement readiness and
​throughout their retirement years.

InvestEd Consulting provides independent advice when designing a plan to effectively navigate your financial challenges:
​• ​Financial Planning
• Retirement Income Planning
• Social Security
• Long-Term Care Planning
• Insurance Reviews
• Account Consolidation
• Planning for Health Care Costs in  Retirement
• Medicare
• Health Savings Accounts
​• College Savings Plans
• Required Minimum Distributions
START THE CONVERSATION
YOU WILL ENJOY ACCESS TO A PERSONAL FINANCIAL WEBSITE
​WHERE YOU CAN:
•  Securely Store Financial Documents
•  Store Professional Contacts
•  View Their Entire Portfolio
•  Track Spending Habits
•  Monitor Cash Flow
•  Track Progress
•  Set Budgets
•  and more...
Request Access
Picture

CLIENT PERSPECTIVES

Picture
​​This is our opportunity to flip the table and ask our clients to  share about their experiences. In our first interview, we ask a  recently retired couple about their experiences leading up to retirement:
YEAR 1 RETIREMENT

CREATING A FINANCIAL PLAN

Picture
Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it's easier to make financial decisions and stay on track to pursue your retirement goals. 

When Is The Right Time To File For Your ​Social Security Benefits?

Get the help you need to make your 
Social Security filing decision.
TAKE THE QUESTIONNAIRE
​Integrated Financial Partners Identified as a 2019 Best Place to Work
​for Financial Advisers, by InvestmentNews
Picture
Picture
​saleah.hewitt@lpl.com

(Tel) 619.961.5866
​(Fax) 858.754.1280
EAST COAST OFFICE
1092 Johnnie Dodds Blvd.
Suite 100-F
​Mount Pleasant, SC 29464
​WEST COAST OFFICE
​5034 34th St
​San Diego, CA 92116
​(858) 230-9399

MAILING ADDRESS
PO Box 21709
Charleston, SC 29413

CONTACT US
Securities offered through LPL Financial, Member FINRA / SIPC. 
Investment advice offered through InvestEd Consulting, Inc., a registered investment advisor and separate entity from LPL Financial. 
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  
​AZ, CA, CO, FL, GA, HI, ID, IL, MD, MI, MN, NC, NV, NY, OH, OR, PA, SC, TX, VA, VI, VT, WA, WI, WY. ​
© 2018 InvestEd Consulting, Inc. All rights reserved
hewitt by design
  • Financial Planning
  • Investment Services
  • Retirement Planning
  • OUR PEOPLE
  • CLIENT LOGIN
    • ACCOUNT VIEW
    • eMONEY
    • GUIDED WEALTH PORTFOLIO
    • NEW CLIENT