Why Choose VIP Retirement Solutions
Personalized Service
At VIP Retirement Solutions, every client is treated like a VIP. We believe in providing personalized service, taking the time to understand your unique needs and recommending solutions that fit your goals.
Competitive Products
We help you explore retirement solutions and compare the features, costs, and limitations of your options. Our team takes the time to connect your choices with the retirement you envision.
Expert Advice
With over three decades serving the needs of our clients, we have the experience to answer your questions and guide you through the decision-making process.
Explore Your Retirement Outlook
Start a conversation about your savings, income needs, and goals.
Our Retirement & Financial Services
Personalized solutions for individuals and families in Charleston and beyond
401(k) Rollovers
Understand your options for an old employer retirement plan and choose a path that fits your goals.
Retirement Income Strategies
Bring your savings, Social Security, and other income sources together in a plan for retirement.
Annuities & Guaranteed Income
Explore how annuities may support your income plan, with a clear understanding of costs and contract terms.
Managed Money / AUM
Explore ongoing investment management aligned with your goals, time horizon, and comfort with risk.
LTC Protection Planning
Consider future care costs as part of your retirement strategy, including eligible annuity features.
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
What are my options for an old 401(k)?
Your choices may include leaving funds in the current plan, moving them to a new employer plan, rolling them into an IRA, or taking a distribution. We can help you compare costs, investment options, services, and restrictions before deciding.
What does an IAR / RIA relationship mean for me?
[PLACEHOLDER: Brookstone-approved explanation of Andrew’s Investment Adviser Representative role, the registered investment adviser relationship, and applicable disclosures.]
How can annuities provide guaranteed income?
An income annuity or eligible income rider may provide payments under the terms of its contract. Guarantees depend on the issuing insurer’s claims-paying ability. Fees, surrender charges, limitations, and other conditions may apply. Annuities do not guarantee investment market performance.
What does managed money cost?
[PLACEHOLDER: Brookstone-approved advisory fee schedule, compensation disclosures, additional investment expenses, and the relevant disclosure document links.]
In which states are investment advisory services available?
[PLACEHOLDER: Confirm Brookstone’s applicable investment advisory registrations and exemptions. Insurance licensing states from the former combined website do not establish advisory availability.]
Can you help me plan for retirement?
We help you bring rollover options, income needs, and long-term goals into a coordinated retirement planning conversation.
How do future care costs fit into retirement planning?
We can discuss how future care expenses affect retirement income and whether eligible annuity features fit your goals. Benefits, eligibility, fees, and availability vary by contract.
Do you serve clients in Charleston and the surrounding area?
We welcome retirement planning conversations with individuals and families in Charleston, Mount Pleasant, West Ashley, Daniel Island, James Island, Johns Island, Summerville, Awendaw, and Wadmalaw Island. Advisory services are subject to applicable registration requirements.
What if I live in another state?
Contact us to confirm whether the services you need are available in your state. [PLACEHOLDER: Brookstone-approved state availability language.]
Schedule A Complimentary Consultation
Whether you’re considering a 401(k) rollover, planning retirement income, exploring annuities, or seeking investment management, we’re here to help. Our team will listen, answer your questions, and guide you through your options—no pressure, no obligation. Let’s start with a conversation that puts your needs first.
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