Travelers Rest, SC Office
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The Retirement Solutions Group
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About
The firm provides discretionary and non‑discretionary portfolio management and a range of financial planning services to individual clients, including both high‑net‑worth and non‑high‑net‑worth households. Services described in the brochure include one‑time financial plans, ongoing financial planning and consulting, retirement income planning, estate preservation, and portfolio monitoring.
Investment programs are built around each client's stated goals, time horizon, and risk tolerance, using both fundamental and technical analysis and allowing clients to impose written investment restrictions. The firm conducts periodic reviews (at least quarterly), implements portfolio monitoring practices such as automated rebalancing and tax‑loss harvesting, and can operate with discretionary trading authority when authorized.
What is distinctive about the firm is that the principal maintains affiliated businesses as an insurance agent and a divorce financial analyst, devoting approximately 10% of their time to those activities and potentially offering insurance products and divorce‑related services for separate compensation. The brochure discloses this arrangement as a potential conflict of interest and notes the firm’s mitigations — including disclosure, fiduciary obligations, and that clients are not required to purchase affiliated products or services — and the principal’s CDFA and CRPC credentials.
Based on The Retirement Solutions Group
Expertise
Based on The Retirement Solutions Group
Location
Travelers Rest SC
Advisors at this office
2
Advisors at this office
Andrew H
Series 63, Series 65
Travelers Rest, SC
The Retirement Solutions Group
Andrew Hatherley is a financial advisor with The Retirement Solutions Group, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been involved with his current firm and affiliated entities since 2008 and also works as a divorce analyst through Wise Divorce Solutions, LLC. Outside of advisory roles, he is an insurance agent and provides divorce financial analysis services. The Retirement Solutions Group offers discretionary and non-discretionary portfolio management along with comprehensive financial planning services for individual clients, including both high-net-worth and non-high-net-worth households. The firm’s investment approach incorporates fundamental and technical analysis tailored to clients’ goals, time horizons, and risk tolerance, with regular portfolio reviews and monitoring practices such as automated rebalancing and tax-loss harvesting.
Jacqueline B
Series 65
Travelers Rest, SC
The Retirement Solutions Group
Jacqueline Benjamin Hatherley is a financial advisor at The Retirement Solutions Group with three years of industry experience. She holds a Series 65 credential and has previously worked at Capstone Capital Wealth Advisors and The Investment Counsel Company. In addition to her advisory role, she owns and consults for RIA Ops LLC, a staffing and operations consulting firm. The Retirement Solutions Group serves individual investors, including both high-net-worth and non-HNW households, offering discretionary and non-discretionary asset management as well as financial planning and consulting. The firm focuses on retirement income planning, tax considerations, estate preservation, and investment selection tailored to client goals and risk tolerance.
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