Buddy Kosic CLU/ChFC

Buddy Kosic CLU/ChFC

Senior Investment Advisor

Providing Financial Solutions Since 1971

Ease of Business – A One-Stop Access Point:providing clients fee-based financial solutions through a comprehensive menu of advisors. Insurance, Investments, financial planning, andasset aggregation help ensure a coordinated and efficient planning experience.

Helping individuals diversify investment assets to maximize growth consistent with investment risk.

Provide a complimentary Investment Report Card to review existing portfolio efficiency and performance through our investment platform networks.

Offering Alternative Investments in Hotel Real Estate, Clean Energy, Opportunity Zones, and more.

Planning for Pre-Retirement, i.e. 401K, IRA, Roth IRA, Annuities.

Providing individuals with fresh ideas to assist with the accumulation, preservation, and transfer of wealth in the most efficient manner leveraging a vast array of insurance and investment resources enabling coordination of planning brought to your doorstep with a single contact point.

Providing Business Owners ideas to help grow, attract, and retain key individuals as well as to provide sound planning strategies for retirement growth as well as the ultimate transfer of their business interests.

Integrity – Doing what is right especially when no one is looking.

Providing Services Since 1971

Providing ongoing and continuing service and consultation irrespective of product or carrier.

Observing the “Sundown Rule” – Returning all calls prior to the end of the business day.

Providing authoritative research when and as needed.

Providing a sounding board for ideas and potential problem solutions.

Giving Back

Industry

Served 15 years as Volunteer Lobbyist on behalf of NAIFA (National Association of Insurance and Financial Advisors)as well as appointed to serve on ad hoc legislative committees at the invitation of then South Carolina State Insurance Commissioner John Richards. Our objectives were to help promulgate insurance legislation for State House and Senate review.

Former NAIFA National Trustee and Past President, SC NAIFA

Personal

Volunteered to teach beginning drum lessons to middle school students as early as 1968.

Past President of two County American Cancer Society offices: Wood County, WV, and Charleston, WV.

Member and drummer Bible Baptist Church, Savannah, GA.