Broker Check
Beth Corrigan, CFP®

Beth Corrigan, CFP®

Financial Advisor

Beth has been active in personal finance for over 20 years and has seen many developments in the industry, but she believes the core of what she does has never changed. Financial planning is about advice, people come to her for guidance when making financial decisions. She is passionate about helping her clients with their finances and prides herself on her ability to help them organize, prioritize, safe-guard, and grow their wealth.

 

Beth works with clients to help them plan for and transition into retirement. She has the exceptional ability to help clients identify their “sticking-points” when planning for their financial future, and works to guide them in creating long term financial goals.  She enjoys helping clients match up those goals with financial planning and investment strategies. 

Beth also works with small businesses to help them navigate their employer sponsored retirement plans and understand their succession options and insurance needs. She particularly enjoys working with employees to help them organize their financial lives. 

Beth works remotely from her home in Folly Beach, South Carolina, she returns to Virginia periodically for client meetings and otherwise is available by phone and email.

Beth’s professional credentials:

  • Certified Financial Planner™
  • Licensed for Life, Disability, and Health Insurance
  • Bachelors of Art in History from Furman University
  • Series 7 and 66 Securities Registrations

Getting to Know Beth ______________________________________________________________

Beth moved from Northern Virginia to Folly Beach, South Carolina in 2012. She lives with her husband Richard (Rich), they love living near the water and enjoy walking on the beach and riding their bikes all over the island.  Beth and Rich have a daughter, Caitlin, who recently graduated from Clemson University and all three of them are huge college football fans – Go Tigers!

Favorite book:The Power of Now by Eckhart Tolle

Favorite movie:Out of Africa

Favorite food:  Pizza (no pineapple!)

Favorite quote:  “What consumes your mind, controls your life.”

Favorite holiday:  Thanksgiving! Her family has a big get-together in the country.

Hidden talent:  Political knitting

 

 

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