Invest In Your Future

with Good Life Financial Advisors in Mt. Pleasant, South Carolina

Financial Advisors – Mt. Pleasant, SC

Good Life Financial is a leading financial advisor firm in Mt. Pleasant, SC. We offer personalized wealth management and financial planning services to help our clients pursue their unique financial goals. Through an initial consultation and an ongoing relationship, we will work closely with you to understand your current situation and lead you toward solutions designed to help you reduce risk, build wealth, and be prepared for key milestones.

Whether you’re new to investing and want some guidance, saving for a new home, planning for retirement, or have some other financial goal in mind, we can help you build a plan for success. We will listen closely to your needs, examine your situation from a holistic financial perspective, and offer recommendations and strategies to help you bring your goals into focus. Let us help you find the Good Life!

Our Services

As leading financial advisors in Mt. Pleasant, SC, we offer the personalized wealth management and expert financial planning you need with the goal of helping you reduce risk, build lasting wealth, and confidently plan for every key milestone ahead.

Certified Financial Planner®

The simple phrase has been said for years; “Some plans work. Having no plans never works.”

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Life Insurance

The proper management and care of risk is not always related to the investments. There are matters of addressing risk that will utilize insurance companies and policies in seeking to protect you.

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Investment Management

It can be a balancing act at times to look at pursuing a return you are happy with while still feeling comfortable with the risk you are taking.

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Retirement Planning

On the surface, planning for retirement seems fairly simple—save enough money so that you can live comfortably without working.

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Meet the Team

The Good Life Financial team in Mt. Pleasant, SC, is committed to working closely with you to providing the personalized guidance and perspective needed to understand your situation and bring your unique goals into focus.

Fred Claghorn, CFP®

Senior Investment Executive

Andrew Hoffman, CLTC®

Wealth Management Advisor

Jennifer Ritz

Financial Advisor

Bridget Grossman

Executive Assistant

Invest For Your Future

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“Fred has been my financial advisor for 10+ years. His ability, service, communication and friendliness are genuine. I don’t worry about my financial security. He knows what he’s doing and he does it well. Fred, I appreciate your dedication and commitment to my financial well-being. I look forward to many more years of working with you.”

Disclosure: This statement is a testimonial by a client of the financial professional as of 11/28/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

- Esther J WilliamsRetired

“Fred Claghorn and I have had a business relationship for several years now. Fred’s professional experience, knowledge, and acumen of the financial professional is second to none. When Fred makes a recommendation, I am never weary of the advice and know it is coming from someone who has done his homework. The first and only person that I would go to for financial expertise is Fred. That is why I recommend him to my clients, colleagues, and family. Fred is always available for any question and has a true interest in solving issues that may arise. I have a level of confidence with Fred that exceeds most of my business relationships. He is an excellent resource, and I look forward to working with him for many years to come.”

Disclosure: This statement is a testimonial by a client of the financial professional as of 12/06/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

- Susan “Beth” SantilliEstate Planning / Attorney

“I have worked with Fred Claghorn for many years. He has handled all my finances from setting up long term and short term care policies, helping me manage investments, and pensions. Without him, I would not be in great form financially today. With him, I have enough to live without changing my lifestyle until the age of 90. Fred is always available to me, always courteous, professional, and polite. I trust him completely! He is an exceptional man who never compromises his superior standards. I am completely satisfied with the service he continues to give me. With the attention and focus he gives to my finances; Fred makes me feel like I’m his only client!”

Disclosure: This statement is a testimonial by a client of the financial professional as of 01/04/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

- Barbara LawrimoreRetired

“Good Life Financial Advisors of Mt. Pleasant has been assisting with our financial planning and insurance needs for several years now. Very pleased with the responsiveness of the team and the results. Highly recommended!”

Disclosure: This statement is a testimonial by a client of the financial professional as of 11/02/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

- Jerry Cahalan

“My husband and I have known and worked with Fred Claghorn for nearly a decade. Fred’s professional experience, knowledge, and acumen as a financial professional is stellar. My husband and I not only use him as our personal financial planner, but I also enthusiastically recommend his services to my clients. If my husband or I ever have any questions, Fred is always available to us and answers our questions with a true interest and concern. Fred’s level of engagement with my husband and me is unsurpassed.

He treats our portfolio as if it were his own money. We trust Fred completely and have a true sense of comfort with his advice and guidance. I plan on being a client of Fred’s for a lifetime, and I would recommend his services to any of my friends and family.”

Disclosure: This statement is a testimonial by a client of the financial professional as of 11/02/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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