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Luke P

ChFC®

Mount Pleasant, SC

Adaptive Financial Consulting, LLC

Luke Parton is a ChFC® credentialed financial advisor at Adaptive Financial Consulting, LLC with 13 years of industry experience. He has been with Adaptive Financial Consulting since 2016 and is also an independent licensed insurance agent. Adaptive Financial Consulting, LLC is a six-advisor team based in Mount Pleasant, SC, managing approximately $547 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, pension consulting, and educational seminars for small business owners, employing a range of analytic approaches and customized portfolio strategies.

Roth conversion strategy Charitable giving tax strategies Social Security optimization Options & derivatives strategies Founder/Business Owner Executive
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