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Understanding Today’s Financial Environment

I’m James McManus, a financial professional with over 20 years experience in Myrtle Beach, SC. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of financial planning, 401(k) rollovers and investment management. Whether your goal is saving for retirement or maximizing income during retirement, I offer personalized service that focuses on your needs, wants, and financial goals.

Please call my office located in the Market Common for a no-fee, no-obligation consultation.  (843) 839-1800.


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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.