Steven Huskey- Financial Advisor Mount Pleasant, SC

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About Steven Huskey

Were a dedicated team of financial professionals that specialize in helping medical professionals & business owners with all their financial planning considerations. We are process-driven, not transactional or product-pushers. Instead of one-size-fits-all plans, we work with surgeons, dentists and practice owners to build a custom, profession-based financial strategy that challenges conventional wisdom by leading with protection and savings so you can invest for your future.

We help physicians and practice owners reduce their taxes, increase cash flow and drive value by providing services such as exit planning, key employee retention, unconventional retirement strategies & general financial guidance.

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General Information

Firm Start Year

2020

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelors of Science - Psychology

College of Charleston
08/2006 -05/2010

Certified Exit Planner - Business Planning

Business Enterprise Institute
01/2021 -11/2021

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://brokercheck.finra.org/individual/summary/6684731

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889704/paladinregistry-Huskey-Financial---Consulting-&-Wealth-Management-detailed-disclosure.html

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Steven Huskey

Huskey Financial - Consulting & Wealth Management