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Charleston, SC CPAs and Advisors | Call today! 843-881-4477

Financial Services

Financial services

At McCay Kiddy we have the skills and expertise to help guide and direct you through complicated financial decisions that affect your future. We take into consideration all of your needs including budgeting and saving, taxes, insurance, retirement planning, and estate and trust planning to give you a clear picture of how each financial decision you make affects your short and long-term life goals.

Planning adequately for the financial security of you and your family requires the assistance of a qualified professional like McCay Kiddy. Our CPA firm has been partnering with individuals and families for many years and we strive to build a lifelong relationship with each of our clients. We help you to see beyond your immediate financial concerns to achieve a long-term vision for your future.

We take a consultative approach that allows us to fully understand your unique needs and concerns. This allows us to create a custom solution design to bring you peace of mind and financial security when you need it.

Services Include:

  • Evaluating insurances needs - life, health, disability
  • Estate planning
  • Retirement planning
  • Business succession planning
  • Employee benefit plans
  • Trusts and charitable gifting
  • Executive compensation plans
  • Key employee retention plans
  • Buy/sell agreements
  • College planning

Contact us to Receive a New Client Consultation

Send us an e-mail or call us today at 843-881-4477 to discuss your Financial Service needs.