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planfirst.com

PlanFIRST

Log in here to securely access your account. Client Log In ». S asset management team gets to know you personally so we can help you meet your financial goals. Always recommends investments that we feel are best for you. This is our fiduciary duty and our passion. Does not make commissions on any trades or products. Our fee is a percentage of your portfolio. We operate this way so we can give you the best independent advice. Collective Wisdom and Collaboration. Collective Wisdom and Collaboration.

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CONTACTS AT PLANFIRST.COM

PlanFirst, Inc.

9 Halt●●●●●●en Way

Gre●●●lle , SC, 29607

US

1.86●●●●7405
1.99●●●●9999
rs●●●●●●●@PLANFIRST.COM

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PlanFIRST, Inc.

Scofield, Rhonda

9 Halt●●●●●●en Way

GRE●●●LLE , SC, 29607

US

(864)●●●●●-7405
(864)●●●●●-7153
rs●●●●●●●@PLANFIRST.COM

View this contact

PlanFirst, Inc.

PlanFirst, Inc.

9 Halt●●●●●●en Way

Gre●●●lle , SC, 29607

US

1.86●●●●7405
1.99●●●●9999
rs●●●●●●●@PLANFIRST.COM

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Log in here to securely access your account. Client Log In ». S asset management team gets to know you personally so we can help you meet your financial goals. Always recommends investments that we feel are best for you. This is our fiduciary duty and our passion. Does not make commissions on any trades or products. Our fee is a percentage of your portfolio. We operate this way so we can give you the best independent advice. Collective Wisdom and Collaboration. Collective Wisdom and Collaboration.
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PlanFIRST | planfirst.com Reviews

https://planfirst.com

Log in here to securely access your account. Client Log In ». S asset management team gets to know you personally so we can help you meet your financial goals. Always recommends investments that we feel are best for you. This is our fiduciary duty and our passion. Does not make commissions on any trades or products. Our fee is a percentage of your portfolio. We operate this way so we can give you the best independent advice. Collective Wisdom and Collaboration. Collective Wisdom and Collaboration.

INTERNAL PAGES

planfirst.com planfirst.com
1

Insight & Blog

http://www.planfirst.com/advice

Log in here to securely access your account. Client Log In ». Helpful Information from Plan. Get Our Financial Planning and Investment Management Insight. We are committed to helping you plan your retirement and invest your money well. This page is designed to give you helpful financial planning and investment management ideas. Listen live to 94.5 FM in the Upstate on Saturday mornings at 10:00. Should You Convert Your IRA To A Roth IRA? Find out the answer here. Can I Move Money Around in a 401(k)?

2

Process

http://www.planfirst.com/process

Log in here to securely access your account. Client Log In ». How Our Independent Firm of Financial Advisors Works for You. We are committed to meeting each client's financial goals. Through years of client interaction, we have carefully designed a process to help ensure we understand and effectively work toward meeting your financial goals. We begin each relationship with an initial consultation to determine whether Plan. Learn More ». Relationships Make the Difference. We develop a personal profile of ...

3

Getting Started

http://www.planfirst.com/get-started

Log in here to securely access your account. Client Log In ». Discover how to begin your relationship with Plan. In order to provide the best personal service to all our clients, we qualify you before beginning a client relationship. Here's how you can get started with Plan. 9 Halton Green Way. Greenville, SC 29607. Is a registered investment advisor with the United States Securities and Exchange Commission. Start with a Conversation. Once we determine if you may be a fit, we'll discuss how Plan.

4

Talking Money

http://www.planfirst.com/talking-money

Log in here to securely access your account. Client Log In ». Expert Financial Planning Insight from Mike Miller. Each Saturday at 10 am, Mike Miller provides financial insight and answers your questions on. Stream show archives below. Airs on 94.5 FM. 945 WGTK The Answer is the radio home for. In the Upstate of SC each Saturday morning. Mike Miller hosts the live, call-in radio program,. Listen to Recent Shows. Aug 20, 2016, 10 am. Aug 13, 2016, 10 am. Aug 6, 2016, 10 am. To play the media you will need...

5

Services

http://www.planfirst.com/services

Log in here to securely access your account. Client Log In ». Our Array of Independent Financial Management Services. We offer far more than fee-only investment planning. Our team works to create a proactive strategy that addresses all of your financial goals. We develop personal relationships so we know what services you need. Our services include:. Learn More ». Learn More ». Learn More ». We help with tax planning and often discuss your tax situation with your CPA or tax preparer. Learn More ». Partne...

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LINKS TO THIS WEBSITE

bjubruins.com bjubruins.com

The Official Home of the Bob Jones University Bruins

http://www.bjubruins.com/sports/2012/7/25/GEN_0725121258.aspx

Skip To Main Content. Go To Home Page. The Official Home of the. Bob Jones University Bruins. Track and Field: Schedule. Track and Field: Roster. Track and Field: News. Track and Field: Schedule. Track and Field: Roster. Track and Field: News. Email to a Friend. Bob Jones University has a significant economic impact on the city of Greenville, and we would like your business to benefit from our audience. Please contact Jonny Gamet.

mikemillerinsights.com mikemillerinsights.com

Disability: The Living Death : Mike Miller Insights

http://www.mikemillerinsights.com/2016/08/25/disability-the-living-death

Disability: The Living Death. Posted on August 25th, 2016. A number of years ago, a good friend of mine (I’ll call him Joe) was diagnosed with Multiple Sclerosis (MS). Joe was in his late 30s with three children under the age of 10. His company made some concessions so Joe was able to work for a few more years, but eventually, the company could no longer accommodate his disability. There is a good reason why disability insurance is more expensive than life insurance. The insurance company prices thes...

mikemillerinsights.com mikemillerinsights.com

About : Mike Miller Insights

http://www.mikemillerinsights.com/about

Mike Miller is the principal of Plan. An asset management and financial planning firm in Greenville, SC. Mike has also been a regular speaker at retirement planning seminars for several corporations. He graduated from Bob Jones University with a degree in accounting. In 1982, Mike co-founded Plan. Was born. Plan. Mike’s favorite hobby is spending quality time with his wife, Cathy. Certified Financial Planner™. Mike Miller has had his CFP. Certification. It is recognized in the U.S. and in a n...Professio...

mikemillerinsights.com mikemillerinsights.com

How to Save Taxes by Giving Money to Your Kids! : Mike Miller Insights

http://www.mikemillerinsights.com/2016/06/09/how-to-save-taxes-by-giving-money-to-your-kids

How to Save Taxes by Giving Money to Your Kids! Posted on June 9th, 2016. Have you ever thought about how good it would be to have done such good planning that you spent your last dollar the day you died? Even better you write your last check to the mortuary . . . and that check bounces! So if you decide that making a gift makes sense, what is the best way to give your children money? Here is a summary of the two main types of gifts and the tax implications of each:. Another good reason to give appreciat...

mikemillerinsights.com mikemillerinsights.com

Blog : Mike Miller Insights

http://www.mikemillerinsights.com/blog

The Blog: Read Mike's Insights. With over 30 years of knowledge and experience in the financial industry, Mike shares his insights with you via his blog. Mike's professional advice and helpful tips will help you stay on the right track financially. Have You Unknowingly Disinherited Your Grandchildren? February 22nd, 2017. Disability: The Living Death. August 25th, 2016. Mike’s Insight on Brexit on WYFF-TV with Mandy Gaither & WGTK-FM 94.5. July 5th, 2016. June 15th, 2016. June 9th, 2016. May 25th, 2016.

mikemillerinsights.com mikemillerinsights.com

Mike’s Insight on Brexit on WYFF-TV with Mandy Gaither & WGTK-FM 94.5 : Mike Miller Insights

http://www.mikemillerinsights.com/2016/07/05/mikes-insight-on-brexit-with-mandy-gaither-wyff

Mike’s Insight on Brexit on WYFF-TV with Mandy Gaither & WGTK-FM 94.5. Posted on July 5th, 2016. Mandy Gaither interviewed Mike Friday June 24, 2016, the day Britain voted to leave the European Union. Http:/ www.mikemillerinsights.com/wp-content/uploads/2016/07/Facebook video 1018513771573020-1018513771573020 c-1.mp4. This interview can be found here. On Mandy’s Facebook page. Also, WYFF did a short segment on Brexit that includes more of Mike’s interview. Listen here for more on Brexit:.

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About » GCA's Fall Festival and Holiday Market

http://greenvillefallfestival.com/about

GCA's Fall Festival and Holiday Market. A Celebration of Creativity, Community and Commerce. Join us for Greenville Classical Academy’s 7th Annual Fall Festival and Holiday Market! GCA’s Fall Festival and Holiday Market has been rescheduled for November 5, 2016 from 10:00 am 3:00 pm. Featuring over 90 vendors. Food Court, and an awesome KidZone! We’ll be grilling burgers, hot dogs, and bratwurst all day as well as barbecue, so bring the whole family and plan to stay! 10:00 am – 3:00 pm. Show and Tell Pets.

mikemillerinsights.com mikemillerinsights.com

Disclosures : Mike Miller Insights

http://www.mikemillerinsights.com/disclosures

Is an SEC-registered investment advisor located in the state of South Carolina. Plan. And its representatives are in compliance with the current notice filing requirements imposed upon SEC-registered investment advisors by those states in which Plan. Maintains clients. Plan. May transact business only in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Website and Mike Miller's website ( www.mikemillerinsights.com. Ask Mike A Question.

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PlanFIRST

Log in here to securely access your account. Client Log In ». S asset management team gets to know you personally so we can help you meet your financial goals. Always recommends investments that we feel are best for you. This is our fiduciary duty and our passion. Does not make commissions on any trades or products. Our fee is a percentage of your portfolio. We operate this way so we can give you the best independent advice. Collective Wisdom and Collaboration. Collective Wisdom and Collaboration.

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