ALCUS Financial Group, LLC

 
"Enjoying Today, Planning for Tomorrow"
CONTACT US:
info@alcusfinancial.com
877-452-0899
 
Welcome to the website of ALCUS Financial Group, LLC, an independent Registered Investment Advisor (RIA) based in Mount Pleasant, SC.
 
ALCUS is an independent RIA with no ties to any investment products or plans. This allows us to select the best investments for our clients from the entire universe of financial products available today.
 
As an RIA, we are required by law to place the interests of our clients before our own and fulfill critical fiduciary duties of trust, integrity, and confidence.

 
- Joe Baker, CFP and Managing Member

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ALCUS provides customized financial and investment strategies for each of our clients based on their goals and objectives. We provide our services to small businesses, individuals, families, and other institutions.
 
Our services include:
 
  • Fiduciary Advisory Services for 401Ks and other corporate retirement plans
  • Investment Management
  • Retirement Planning
  • Employee Stock Option Strategies
  • Insurance Planning
  • Comprehensive Financial Planning
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We provide investment management and financial advisory services for many types of portfolios and Plans including IRA's, Trusts, Personal Accounts, Pensions, Endowments, Charitable Accounts, 401Ks, Profit-Sharing Plans, Education Plans.
 
We also offer a Free Financial Consultation to allow you to get to know us better. Contact us now to find out more or setup an appointment.