About

Genuine Relationships, Global Resources

Asset Integration Consultants is not just a name, it's a foundational philosophy. We believe the different areas of your finances should fit together and support each other. Rather than look at investments in isolation or ignore assets we are not managing, we take a holistic approach and view each piece of your financial situation within the context of the greater whole. As life and your circumstances change, so should your financial plan.

You want a solutions provider to oversee the multi-dimensional aspects of your family’s financial affairs. That’s our job. And we do it well.

Our Process

Mapping The Voyage – Too often, people start with their investment account when plotting their financial future. Our approach begins with a clear understanding of where you are and where you ultimately want to be and a well thought out strategy of how to get there. We are, first and foremost, a planning firm. Our role is to make it possible for you to achieve your personal, financial, and lifestyle aspirations. We are here to guide and counsel you to make sound financial decisions as you set your course for success. We know the waters and how to navigate safely through them.

Managing Risk – Only when the course has been plotted and the ship has been well supplied, should you begin your voyage to the future. Even then, we recognize that there are times to sail – economic winds drive Bull Market returns, times to row – Bear Market headwinds create choppy seas, and most importantly there are also times when it is best to stay in the harbor. Therefore, our management style is to be flexible and opportunistic, while placing emphasis on risk control.

Maintaining Course – As the seas change, the winds shift, and the destination adjusts, it is important to maintain focus on the horizon.  We understand that you require knowledge, not just information. We place significant emphasis on keeping you informed about your position in your voyage and any course corrections that should be made. We have the tools and resources, both state of the art and those of old school reliability, to do just that.

The Waterway From Here To There Is Shorter For Those Who Know The Way - Some will achieve financial success through luck. Most have strategy. They save and invest, grow and protect, and work with advisors to help guide their way. If you’re looking to get somewhere; to get there we know how to set a course. It’s what we do. And we do it well.

How We Work For You

If you are ready to commit to having a team of the industry’s most talented professionals backing you up, we’re ready to do just that. The next step is yours. Schedule an appointment to start your voyage to financial, personal, and lifestyle success.

Schedule A Meeting

Our Team

A Team You Can Trust

For years, people have turned to Asset Integration Consultants for all of their financial needs. As an independent firm, the team is able to offer more in the way of products, personal service and much-deserved attention.


Sean M. Bennett, CFP®

President + CEO

Rebecca Hyer Woods, CLU

Vice-President

Kirsten Artman

Client Services Manager

Services

Comprehensive Wealth Management

Asset Integration Consultants is not just a name, it's a foundational philosophy. We believe the different areas of your finances should fit together and support each other. Rather than look at investments in isolation or ignore assets we are not managing, we take a holistic approach and view each piece of your financial situation within the context of the greater whole. As life and your circumstances change, so should your financial plan.

How We Work For You

 

Investment Advisory Services

In a well-constructed portfolio, each investment fulfills a specific function and is appropriate for your unique situation. We provide objective, unbiased investment recommendations that are based upon your personal needs, so that you can make smarter investment decisions. We add value with our investment advice by aligning your personal preferences and priorities.

The Value of the Investment Policy Statement

Investment Risk Management

We combine cutting edge technology with real world experience to identify your acceptbale levels of risk and reward with unparralled accuracy. Then we build investment portfolios that align with your investment goals and expectations while focusing on downside protection. We know that the best financial decisons are made when expectations are met and emotional reactions are minimized.

How Does Risk Affect You?

Does My Portfolio Fit Me?

 

Retirement Planning

Knowing that you will have enough money in retirement is critical to any financial plan. Our team helps you understand the financial path you are currently on, empowering you to make changes if necessary. We also help clients nearing retirement reposition their portfolio from accumulation to distribution.

Retirement Income Planning is Different

Insurance

We help you identify financial risks and discuss different types of insurances to help protect yourself and your family from risks you cannot afford to take on your own.

What Questions Should You Ask?

Cash Flow Management

Budgeting is deciding how you will spend your money so that you are making regular progress toward your goals. We will help you understand the difference between good and bad debt, talk about setting aside for emergencies and special opportunities, and if needed, help you gain control over your spending.

How Can You Reduce Debt?

Tax Planning

Taxes are a significant lifetime expense. Although we do not offer tax preparation, we review your tax situation and look for opportunities to reduce your tax bill. We work in conjunction with your tax professional to assist in looking at the big picture and not just the current tax year.

Contact

Located in Historic Downtown Summerville, South Carolina

Located in Historic Downtown Summerville, South Carolina

ADDRESS

121 South Cedar Street
Summerville, SC 29483

EMAIL

info@assetintegration.com

PHONE

(843) 821-3009

TOLL FREE NUMBER

(800) 867-5590

FAX

(843) 851-0516