About Us
Trusted Financial Partners for Your Retirement Journey
As an independent fee-only firm, we prioritize your financial success and peace of mind above all else. Our approach combines personalized attention with sophisticated investment strategies designed specifically for retirees and pre-retirees.
Meet our Team
A small team with big capabilities, we bring corporate discipline to personal finance while maintaining the warm, responsive service that only comes from a boutique firm.
Jenn Sokolowski, CFP®
Owner & Financial Planner
Jenn brings operational excellence and a passion for client relationships to every financial plan she creates. After a successful 6-year career at Target Corporation, including overseeing facilities management for 23 stores in the Dallas-Fort Worth area as a Property Management Business Partner, she found her true calling in financial planning.
A University of Vermont graduate with a BS in Business Administration, Jenn moved to the Lowcountry in 2017 seeking better weather and a change of pace. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2020, combining technical expertise with a natural ability to simplify complex financial concepts.
When not working with clients, Jenn can be found riding horses, playing golf, or exploring the natural beauty of South Carolina with her rescue dog Kylie.
Robert Sokolowski, CFP®
Owner & Investment Manager
Rob transforms complex financial data into clear, actionable investment strategies for our clients. His background as a Production Controller at Target Corporation, where he managed the operations of a 1.6 million square foot distribution facility, gave him invaluable experience in coordinating teams, managing resources, and driving financial performance.
A University of Vermont graduate with a BA in Economics and a minor in Business Administration focusing on Finance, Rob earned his CFP® designation in 2020. His economic background and analytical mindset create the foundation for our investment philosophy.
Rob's disciplined approach to portfolio management is balanced by his love of the outdoors, whether working around their hobby farm or improving his golf game on Lowcountry courses.