Knowledge is power.
In this FREE book Bob Gardner shares his proven methods for:
After years of hard work retirement should be a time filled with family, friends and fun. When you implement Bob’s “Income Bliss” model, that rosy future is within your grasp.
How We Can Help
Knowledge is also the foundation for intelligent, well-informed decisions.
Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Around the country, attitudes about retirement are shifting.
The WSG Mission
We at WSG Advisors, LLC desire to know and understand your financial objectives before providing you with the highest quality of information, services and products to help you reach your goals. We put our vast amounts of knowledge and experience to use for clients every day and are honest diligent about creating strategies to help clients make their dreams reality.
Your Future is Our Future
A sound financial strategy is essential to one's financial future. We'll work with you to build a road map centered on your goals.
Robert Gardner has been a practicing Financial Advisor for over three decades. A native South Carolinian, he and his family were residents of Hilton Head Island since 2004, but relocated to the Greenville, SC area in 2020. Since his college days he has continually worked to further his professional education and business acumen. He holds several professional designations: Chartered Life Underwriter, (CLU), Chartered Financial Consultant, (ChFC), and Registered Financial Consultant, (RFC). He is a past president of the Hilton Head Area Council of Estate and Financial Advisors and is still an active member. He is the founder and president of WSG Partners, LLC & WSG Advisors, LLC a registered investment advisor.
Since 2010 he has managed an office in Greenville, SC & a home in Clemson with the intent of spending more time in Greenville as our business grows here.
Mr. Gardner’s focus and expertise is comprehensive wealth management for retirees, pre-retirees and closely-held business owners. Since 1997, he has conducted over 430 seminars/workshops and in excess of 5,400 consulting interviews with individuals in or near retirement.
In August, 2020 Bob published his first book, Income Bliss, to assist all Americans in managing their financial well-being as they step into their retirement years. Income Bliss is an essential tool to help all people “live their ideal lives.”
“Unlike many financial planners, 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. Believers in the concept that 'cash flow is king',
we utilize the Income Bliss Model & tax-advantaged planning concepts to help our clients achieve their full financial potential.”
Robert & wife Katheryn are the proud parents of four children, Joshua, Erron, Adam and Anna. Son-in-law, Michael, daughter-in-law Loni, grandsons’ Efrem and Isaiah, granddaughters’ Joy Song, Valor & Ember, plus our Labrador Retrievers - Archer and Apollo!
Charles “Chip” Creed joined WSG Advisors in 2009 following more than 15 years in the computer industry. After earning his bachelor’s degree in marketing and finance, he owned several computer-related businesses until turning his interests to financial planning. Chip currently handles WSG Advisors’ client services, assisting with portfolio reviews, asset allocation and portfolio transitions.
Lara joined the team at WSG advisors in August 2021. She has worn many hats throughout the years, from the health and wellness field to hospitality and finally settling in the marketing industry. Lara’s most important position has been the role of Mom to her four beautiful boys. Lara is currently assisting with creating, implementing and sustaining marketing strategies at WSG Advisors.
A New Way to Look at Your Bucket List.
Knowledge is power. It is also the foundation for intelligent, well-informed decisions.