Terry Scipio
President Owner @Scipio Financial
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WORK HISTORY
President Owner @Scipio Financial
Charleston, SC, US
Exceptional communicator, who uses stories and metaphors to explain financial concepts.We help Individuals, Physicians and Business owners create comprehensive financial plans that: create efficiencies in cash flow, mitigate taxes, and maximize cash flow in retirement.
EDUCATION
Newberry College
Business Administration and Management, General
Darla Moore School of Business at the University of South Carolina
Bachelor of Science, Business Admin - Finance
The American College of Financial Services
Chartered Life Underwriter (CLU), Financial Planning and Services
ABOUT TERRY SCIPIO
I\'m an exceptional communicator, who uses stories and metaphors to explain financial concepts. I treat my clients like family and provide the same advice that I\'d give to my family. I have a true passion for helping my clients, and potential clients restore a lost art… ‘Saving Money’. I know first-hand about the importance of savings; coming from a family that didn’t have a lot of resources, I learned quickly with the help of some great mentors that saving money can help change things. I often talk to my clients about creating a systematic savings plan. This process is started by taking my clients through a thorough discovery process where we identify their mission, vision, values, and goals. This initial process helps develop the framework for constructing each plan.My practice is focused on helping families, medical professionals, and business owners develop a comprehensive financial plan based on their core financial objectives. If my team and I can be a resource for you, please contact me @ t••••@scipiofinancial.com.Focus: Financial Planning | Investments | Business Planning | Retirement Planning | Life Insurance | Disability Insurance | Estate Planning Strategies | 401k RolloversScipio Financial LLC (“Scipio Financial”) is a Registered Investment Adviser.This content is intended to provide general information about Scipio Financial. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
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