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843-682-4900
tassone.christopher@principal.com
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Hilton Head Island Office

200 Main Street,

Suite 101 H
Hilton Head Island, SC 29926
843-682-4900

Financial Guidance for Leaders, Professionals & Growing Businesses Across the Lowcountry

Plan before Life's critical financial events | equity, rollovers, inheritances, and business growth | with an advisor team in Hilton Head

Schedule a Complimentary Review
Executives & Professionals

Executives & Professionals

Your career is demanding—your financial life doesn't have to be.

  • Stock Options and deferred comp tax strategies
  • Coordinate with your CPA & attorney

Complex Compensation, limited time. See how we integrate cash flows, taxes & risk.

Book 20-Minute Fit Call
Business Owners & HR Directors

Business Owners & HR Directors

Turn your company's success into long-term wealth.

  • Retirement Plan costs & fiduciary oversight.
  • Boost employee participation & owner savings.

Retirement Plans, Executive Benefits & Owner Liquidity Strategies

Request Plan Review
Money in Motion

Money in Motion

Job change? Inheritance? Liquidity Event?

  • Understand Rollover & tax consequences
  • Build a long-term investment plan.

Rollover? Inheritance? Business sale? Get a second opinion before you move assets.

Start My Transition Checklist

Critical Financial Events

Some of life’s biggest financial opportunities also come with important decisions. Before making your next move, make sure you have a strategy in place.

Career Change or Rollover - Review your options before moving retirement assets to help avoid unnecessary taxes and fees.

Equity Compensation & Stock Options - Develop a strategy to help maximize the value of your compensation while managing tax implications.

Business or Practice Sale - Prepare for one of life’s largest financial transactions with coordinated planning before, during, and after the sale.

Inheritance or Trust Distribution - Create a thoughtful, tax-efficient strategy to help preserve and grow your wealth.

Retirement Income Transition - Turn years of saving into a sustainable income strategy designed to support your lifestyle.

Ask Us How

Meet Our Team

Chris Tassone

Chris Tassone, CFP®, AEP®, AIF®

Financial Advisor

843-682-4900

Nicholas Myers

Nicholas Myers

Financial Advisor

843-310-0087

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Office Location & Hours of Operation

Office Location & Hours of Operation

200 Main St 101 H, Hilton Head Island, SC 29926

Mon-Fri: 9:00 AM - 5:00 PM

Appointments Only

Schedule a Complimentary Review
Our Other Professional Resources

Our Other Professional Resources

Because your financial situation is often complex, we typically work directly with other professionals to design and implement the strategies that will help you to achieve your goals. We rely on a network of professionals who provide technical advice as required.

Our Approach

Our Approach

We focus on the set of your sail rather than the direction of the wind.

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Our History

Our History

Years of experience have prepared us to guide you through life's transitions.

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Our Values

Our Values

We never lose sight of what's most important to you.

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Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Learn About Our Process

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