SVG Financial is an independent wealth management firm located in Bluffton, SC, just a few miles from Hilton Head. Since 2007, our practice has focused on the many complex financial issues facing individuals as they prepare for, and ultimately enjoy their retirement.
We are a firm for individual investors that want an alternative to what is being offered by the major firms. Mutual funds, annuities and managed accounts are only a few options available to individual investors yet its what most get offered from Financial Planners. Our clients benefit from gaining access to opportunities in real estate, self storage, and much more.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.