Bob Gardner
CLU, ChFC

My name is Robert ”Bob” Gardner. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely.

Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.

I’m an experienced Financial Advisor with over 30 years of expertise, specializing in helping retirees, those nearing retirement, and small business owners manage their wealth. I hold professional designations like Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Registered Financial Consultant (RFC), which means I’m well-qualified.

Before I moved from Hilton Head Island to the Greenville, SC area, I led the Hilton Head Area Council of Estate and Financial Advisors and founded WSG Partners, LLC. I’ve also hosted numerous seminars and consulted with over 5,400 individuals planning for retirement since 1997.

In August 2020, I wrote a book called “Income Bliss” to help people manage their finances during retirement. My approach is to understand my clients’ values and goals and create financial plans that fit them. I stress the importance of ‘cash flow’ and use the Income Bliss Model and smart tax planning to maximize financial success.

Outside of work, Katheryn and I are proud parents of four children and a grandparent to several grandchildren. We share our home with Archer, our loyal Labrador Retriever.

I reside in South Carolina, and even though my office is physically located in Greenville, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
Bob Gardner, CLU, ChFC