Toll Free: (888)-568-2576
  • Home
  • About Us
    • About Us
    • Strategic Alliances
  • Services
    • Asset Allocation And Risk
    • Asset Maximization
    • Generational Vault
    • Income Planning
    • Retirement Strategy And Risk
    • Social Security
  • Learning Library
  • Contact Us

Palmetto Wealth Planning

A successful financial future
requires the correct financial solutions.

Are you prepared
for a rainy day?

Helping You Prepare
for financial independence


REQUEST A COMPLIMENTARY CONSULTATION

REQUEST A COMPLIMENTARY CONSULTATION

  • Personal
  • Business
  • Mobile
  • Home
  • Business
Please check the box above.

 

Sending email ...

 
GET YOUR RISK SCORE
 
Toll Free: (888)-568-2576

Palmetto Wealth Planning

We specialize in advanced estate planning as well as social security income and business planning. This allows us to help clients navigate the many pitfalls associated with protecting and growing their savings while identifying ways to improve their income and take care of their families. We are able to provide comprehensive and integrated solutions that best fit your needs for a successful financial future. Let us show you how!




Why choose Palmetto Wealth Planning

Palmetto Wealth Planning founder, Brad Tunnell graduated from Clemson University in 1995 and holds an Investment Advisor Representative (Series 65) license, has taken courses in Advanced Estate Planning from the American College, Financial Planning from Duke University and has passed his Harvard Business School (Online’s) CORe program focusing on Business Analytics, Financial Accounting, and Economics for Managers.

Many business owners are concerned that they may not be mitigating risks, costs, and taxes while maximizing proven strategies that don’t wander into the gray areas. Palmetto Wealth Planning is aligned with a nationwide team of specialists including CPA’s and Attorney’s that concentrate on dozens of strategies in order to provide a cohesive and wholistic approach to planning for our clients benefit.

It is important to understand that many consultants are compensated by commissions. This could possibly influence the advice that they provide. As a Series 65 Investment Advisor Representative you are not compensated by commissions but earn a fee for advice. You are bound to a “Fiduciary” duty to your investment advisor client as opposed to a more common “Suitability” standard, which currently applies to Brokers and Insurance Agents. This is a very important distinction. It is also important to note that my fiduciary duty extends solely to investment advice and does not extend to advice relating to insurance product sales, including annuities, life insurance, and long term care insurance.


Generational Vault


Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place!
Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life...

Learn More

Social Security


We help our clients develop a clear understanding of their Social Security benefit. There is a lot to learn about Social Security, and it is important for you to be educated so that you head into retirement with a plan on exactly how you will rely on your benefits...

Learn More

Income Planning


Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At Tunnell Financial Group, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals....

Learn More

Asset Maximization


Our main objective is to assist clients in navigating today's complex marketplace to accomplish their investment aspirations and goals. The recommendations you'll receive are custom-tailored to you, factoring in your risk tolerance, time frame, and income specifications...

Learn More

Retirement Strategy And Risk


Our organization prides itself on providing retirement strategies to Myrtle Beach and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy....

Learn More

Asset Allocation & Risk


Our organization prides itself on providing full-service retirement planning to Myrtle Beach and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated plan.....

Learn More
Previous Next
Palmetto Wealth Planning
1361 21st Ave N Suite 107-B
Myrtle Beach, SC 29577

brad@tunnellfinancial.com
Toll Free: (888)-568-2576
Local: (843)-232-7936
Mobile: (843)-222-8964
Fax: (843)-872-0449
  • Home
  • About Us
  • Learning Library
  • Contact Us
  • Login

Copyright © 2021 Gradient Positioning Systems, LLC | All Right Reserved.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Palmetto Wealth Planning are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. For a complete description of investment risks, fees and services, review the Brookstone Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management.
Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.