Our Story

"We integrate Taxes, Investments, Insurance and Estate Planning

in order to shield, protect and grow your wealth."

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Tax Planning

So you can pay less now and in the future to the IRS

Investment Planning

SO YOU CAN BE POSITIONED PROPERLY FOR YOUR FUTURE

Estate Planning

SO YOU CAN ENJOY THE PEACE OF MIND YOU DESERVE

Insurance Planning

SO YOU CAN PROTECT AND GUARANTEE INCOME

SHIELDING, PROTECTING, GROWING YOUR BUSINESS AND YOUR WEALTH

"Get behind the shield"

We believe that the old Financial Planning model is the problem and Wealth Coaching is the solution.

At Edward Storer & Associates we view it as our responsibility to understand your long-term goals and dreams so that we can leverage our knowledge and experience to help you realize them. Rather than address your unique situation with an outdated, transactional approach focused on individual products, we specialize in helping you create a holistic financial strategy that can be adjusted along life’s journey to help you reach your destination.

Learn more now!

Upcoming Event

With the beginning of 2015 behind us, the world is wondering:

Seating is limited, and reservations are required to attend. Please RSVP today by registering only! Hope to see you there!

Blogs & Articles

Trade Winds Move the Market

October 14, 2019

  WEEKLY UPDATE – OCTOBER 14, 2019   “Employ thy time well, if thou meanest to get leisure.” -Benjamin Franklin      The Week […]

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Universal Life Insurance

October 11, 2019

  WEEKLY EDUCATIONAL UPDATE OCTOBER 11, 2019       Universal life insurance is permanent life insurance – that is, it remains in force for your […]

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Teeny Little Slices

October 10, 2019

  Here in the United States, we spend a lot of time arguing about income taxes . . . who should pay, how they […]

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Contact Us

An approach that combines both individualized planning and hands-on execution. Learn more about Edward Storer & Associates by clicking here or contacting us at:

Edward Storer & Associates

201 Roper Creek Drive

Greenville, SC 29615

Phone: 864.297.6125

Fax: 864.297.6129

Email: info@edwardstorer.com

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