Best of Mount Pleasant 2019

2019 W W W . B E S T O F M P . C O M 85 www.BestOfMPTickets.com | www.BestOfMP.com | www.ILoveMountPleasant.com BEST OF 2019 J eremy and Kristy Ellisor of Convergent Financial Group, which was voted among the Best Financial Planners by the readers of Mount Pleasant Magazine , want to ensure that you feel comfortable and relaxed when you walk through their doors. Kristy, who handles marketing, realizes that common perceptions people have about the financial industry and its intimidating nature can make this a challenge. “Our goal is to be more like stopping by your friend’s who’s a financial planner,” explained Kristy. Launched in Mount Pleasant in October 2017, Convergent is a fee-only financial planner, which means people pay for advice and not products, Jeremy said. This entails acting in the client’s best interest and dispensing advice based on what the client needs. Kristy said another difference that sets Convergent apart is that they help people who are just starting to save or who are working their first full-time job and want to set goals for long-term savings. The most common questions they get revolve around saving for college or retirement. “So many people move here from other places,” noted Kristy. “They just retired and don’t know how to make sure that their money lasts.” Convergent Financial Group helps them get a formal plan established and limit risks so they are prepared for the future. When clients initially schedule a meeting, Convergent offers the option of a face-to-face or a video conference call for convenience purposes. The aim is to simplify as much as possible what can often be a complex subject matter and present it in an atmosphere and a manner that is more accessible and approachable. “We want to break those barriers down,” Kristy said. “It (financial planning) doesn’t have to be this awful experience.” BY COLIN MCCANDLESS To learn more about how Convergent can help you, visit www.convergentfg.com or call 843-972-4402. Approachable Planning Convergent Financial Group Thank you, Mount Pleasant!