Bevan Wealth and Tax Strategies

Shari Bevan has advised clients on financial planning, retirement income, risk management and insurance, long-term care, tax, and estate planning since 1996. Her services cover investment and retirement planning, tax planning, long-term care, and wealth transfers and estate planning, with work on IRA and 401(k) rollovers, business succession, and life insurance. She holds the Chartered Financial Consultant and Chartered Life Underwriter designations and is a California-licensed attorney whose practice has focused on estate and tax planning, including trust and estate administration.

Shari has spoken to professional groups on long-term care, tax, and estate matters and often works alongside her clients' other advisors. She moved to Greenville from southern California, and the office is on East Coffee Street. Investment advisory services are offered through CreativeOne Wealth, LLC, a registered investment adviser that is not affiliated with the firm, and the firm does not give legal or tax advice through that arrangement.