Don't Let Market Volatility Derail Your Retirement Goals
Protect and preserve your assets for the future. Hegwood Financial Group can help you stay on track to reach your goals.
Protect Your Retirement Future
Are you age 55 or older and tired of the stock market's ups and downs? Are you looking to protect and preserve your hard-earned nest egg as you near retirement? If this describes you, Hegwood Financial Group in Greenville, South Carolina, can help. We have three decades of experience working with retirees and future retirees to reduce financial risk with customized insurance strategies. We would love to help you, too.
You have questions.
We have answers.
As you approach retirement, you might feel uneasy and question your readiness.
Hegwood Financial Group helps you find the answers to these questions and more. After we learn about your situation and goals, we can offer recommendations to increase your retirement confidence so you can move into the next phase of life feeling prepared.
Do I have enough money saved to retire and stay retired for the rest of my life?
Can I take steps to protect my nest egg and generate an additional income stream?
What will happen to my spouse or family if I pass away? Will they have the financial resources they need?
Customer Service with a Personal Touch
“At Hegwood Financial Group, we aim to 'provide more than we promise!' We are a boutique-sized firm and pride ourselves on top-notch customer service and a 'personal touch.' With 33 years of experience, we routinely receive referrals from satisfied, long-time clients, which is a testament to how much we care for and stand by our clients. We would be happy to review your situation and see if our philosophy and strategies could benefit you.”
Lee Hegwood
Licensed Insurance Professional
Get Prepared for Retirement
The services offered by Hegwood Financial Group are designed to offset potential risks to your financial situation by preparing for life's uncertainties through the strategic use of insurance.
Reach Your Goals
Our firm strives to make our work together as easy as possible. We will take the time to get to know you and your story. We will provide straightforward, honest feedback and offer custom insurance strategies to meet your needs. Our work unfolds through these touch points:
Complimentary meeting
Assess your current situation
Propose strategies
Review and monitor
Implement strategies
Meet, talk and learn about your needs.
Review what you have in place and identify gaps.
Offer customized strategies to meet your overall goals.
Take action on agreed-upon strategies.
Conduct periodic reviews and make adjustments.