Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Who We Are

Hand & Tanner Financial Group, Inc. We are CFP™ (certified Financial Planners) and specialists in retirement planning. Most of our clients are just entering retirement or are retired. We are knowledgeable in tax rules and IRS regulations which can help you with taxes by working with your tax professionals.

*Neither Royal Alliance Associates, Inc., nor it's representatives offer tax or accounting advice.

Company Profile

Separately, the principals and financial advisors of Hand & Tanner Financial Group Inc. are registered representatives of and offer securities through Royal Alliance, member FINRA & SIPC.

Our Philosophy

We are specialists in helping you prepare for your financial future. Our mission is to be the kind of people you can have faith in and trust to have your best interest at heart.  We strive to be the quiet strength you can feel. Hand & Tanner Financial Group, Inc. creates meaningful financial relationships for your financial future.

Other Potential Benefits

We are the longest operating firm of its type in Beaufort. We started with insurance in 1967 and added access to investments in 1969. We provide stability and personal services. A wide variety of investment options are available to you. We offer access to numerous investments strategies and over 50 life insurance companies. We continue our speaking engagements to associations, and have taught topics such as estate and financial planning at the University of South Carolina at Beaufort, Hilton Head & Sun City.

Educational seminars are provided or sponsored for our clients and the public regarding changes in the tax laws, market trends, and investment strategies.