Financial Independence

Helping You Pursue Financial Independence

Strategies for Your Wealth Management Needs

At Anderson Brothers Investment Services, we focus on the financial circumstances and goals that are unique to you and your family. With that information, we help you create a personalized financial strategy based on your short-term and long-term objectives, then monitor it to help you stay on track.

Our services and strategies include:

• Retirement planning
• Business strategies
• Investment planning
• Small-business strategies
• Estate planning
• Insurance
• Education planning
• Risk management
• Tax strategies
• Gifting strategies

Call today for information or to schedule a consultation.

843-945-5112 x 3406 or 843-331-6775 cell

Tim A Stier

Investment Officer

Email Tim

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. Anderson Brothers Bank and Anderson Brothers Investment Services are not registered as a broker-dealer or investment advisor.

Registered representatives of LPL offer products and services using Anderson Brothers Investment Services, and may also be employees of Anderson Brothers Bank. These products and services are being offered through LPL or its affiliates, which are separates entities from, and not affiliates of, Anderson Brothers Bank or Anderson Brothers Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency	Not Bank Guaranteed	Not Bank Deposits or Obligations	May Lose Value

Anderson Brothers Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Member FINRA/SIPC. RP-545-0420 Tracking #1-876054 (Exp. 4/22)

Source SKU: LPL-RP-545