Bluffton Financial Planning

Bluffton Financial Planning Bluffton Financial Planning | Tax-Smart Investment & Retirement Planning for Bluffton Business Owners & Retirees

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Grand Design Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Important Disclosure Information: http://raymondjames.com/smicd.htm

More AI, more spend, higher debt, faster results.Social activity decline.Moderation matters in this wild age of tech.Unr...
10/04/2026

More AI, more spend, higher debt, faster results.
Social activity decline.
Moderation matters in this wild age of tech.
Unreal charts. Enjoy.

linkedin.com

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.com

Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageo...
09/29/2026

Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageous fortune:

raymondjames.com

Your home may be one of your biggest assets—but is your mortgage working to your advantage? “Technical refinancing” loo...
09/22/2026

Your home may be one of your biggest assets—but is your mortgage working to your advantage? “Technical refinancing” looks beyond simply chasing a lower interest rate to consider how your mortgage can fit into your bigger financial picture.

Bluffton Financial Planning breaks down the strategy and what homeowners should consider before making a move. Read more on the Lowcountry Home blog: https://www.lowcountryhome.com/technical-refinancing/

A balanced portfolio can help support growth and income in retirement. The right mix of stocks and bonds may help invest...
09/11/2026

A balanced portfolio can help support growth and income in retirement. The right mix of stocks and bonds may help investors stay on track for long-term goals.
https://www.raymondjamesconnect.com/ar-I7l

Masterclass via charts. If you want a pulse on reality, here it is.
09/08/2026

Masterclass via charts. If you want a pulse on reality, here it is.

linkedin.com

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

raymondjames.com

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tole...
08/26/2026

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tolerance for risk. Learn more:

raymondjames.com

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?
08/12/2026

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?

raymondjames.com

Address

1024 Berkeley Hall Boulevard, Ste 201
Bluffton, SC
29909

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5:30pm
Thursday 8am - 5pm
Friday 8am - 4:30pm

Telephone

+18436059100

Website

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