bioRoger Tennyson CFP®, CASL®

President

Roger Tennyson a practicing Financial Advisor. He has continually worked to further his professional education and business acumen. He holds the professional designations of: Certified Financial Planner (CFP®) and Chartered Advisor for Senior Living (CASL®). He served as President of the Hilton Head Area Council of Estate and Financial Advisors in 2017-2018.

Mr. Tennyson’s focus and experience is comprehensive wealth management for retirees, pre-retirees and closely-held business owners.

Our team works with each client individually to identify their unique core values and life goals. We then work with them to create a financial strategy designed to support those ideals. Our comprehensive financial planning services are highly personalized and available to businesses owners and individuals in or near retirement. By offering frank, honest financial advice, we help each client create a practical, feasible plan based on their true financial picture. We utilize the Income for Life Model® to help our clients’ achieve their full financial potential.