Hollifield Financial Group

Hollifield Financial Group Boutique firm offering personalized retirement planning and wealth management. Offices in Charleston, Jacksonville, and Asheville.

We provide tailored strategies and secure solutions, guiding you through a successful retirement. Hollifield Financial Group aims to be the best in helping seniors map out their futures. Safety is our main objective when providing both financial and insurance guidance. Retirement is often just the beginning, and should be the stress-free part of life focused on fun, family, and freedom. We work as a team to make sure this is not just a possibility, but a reality! Our dynamic group works as a cohesive unit to ensure bright days for seniors throughout the Southeast. HFG Capital is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where HFG Capital and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by HFG Capital unless a client service agreement is in place.

“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Investment advisory services offered through HFG Capital, LLC (HFG), a registered investment advisor. HFG and Hollifield Financial Group are independent of each other. Insurance products and services are not offered through HFG but are offered and sold through individually licensed and appointed agents.

Honoring the history, culture, and enduring contributions of Indigenous communities.
10/12/2026

Honoring the history, culture, and enduring contributions of Indigenous communities.

Open enrollment is here! Review your benefits and align them with your goals.
10/07/2026

Open enrollment is here! Review your benefits and align them with your goals.

October is Financial Planning Month, an ideal time to review your full strategy. 🗂️ Review your estate plan, including w...
10/05/2026

October is Financial Planning Month, an ideal time to review your full strategy.

🗂️ Review your estate plan, including wills and beneficiaries.
🗂️ Reassess your retirement distribution plan and timeline.
🗂️ Check insurance coverage for health, life, or LTC.
🗂️ Identify any changes in income or expenses.

Planning is a year-round habit. October is a great checkpoint.

09/30/2026

Set S.M.A.R.T. financial goals for a secure future!

Still have money sitting in CDs, money markets, or savings accounts?We’re currently seeing 3-year rates at 6.00% and 5-y...
09/22/2026

Still have money sitting in CDs, money markets, or savings accounts?

We’re currently seeing 3-year rates at 6.00% and 5-year rates at 6.15% with principal protection and no exposure to stock market losses.

If you have money sitting on the sidelines and want to see if you could be earning more, give us a call.

Rates are subject to change. Product terms, surrender charges, and other limitations apply.

Learn how holding periods can affect your investment taxes.
09/16/2026

Learn how holding periods can affect your investment taxes.

Email from Hollifield Financial Group Headquarters Office How Holding Periods May Influence Investment and Tax Planning Decisions   Weekly Update – 9/16/26 How Holding Periods May Influence Investme

Plan your year-end charitable giving! Reflect and support causes that matter.
09/09/2026

Plan your year-end charitable giving! Reflect and support causes that matter.


Email from Hollifield Financial Group Headquarters Office Planning Your Giving Before Year-End to Support Causes That Matter to You   Weekly Update – 9/9/26 Charitable Giving Strategies: Planning Yo

Recognizing the hard work, dedication, and resilience that keep our communities strong. Wishing you a restful and well-d...
09/06/2026

Recognizing the hard work, dedication, and resilience that keep our communities strong. Wishing you a restful and well-deserved Labor Day!

Address

Headquarters Office/208 N. Cedar Street , Ste 200
Summerville, SC
29483

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18439003099

Website

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