SOZO Planning
(843) 412-7798
1036 Lansing Drive Suite 200, Mount Pleasant, South Carolina, 29464
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
About us
At SOZO Planning, we offer a unique approach that sets us apart from others in the industry. Acting under a fiduciary relationship and utilizing a process that avoids the pitfalls of traditional planning strategies, we create a customized plan that organizes your financial world and helps maximize your financial potential. We also educate you on the "how" and "why" behind our recommendations using simplified methods that make complex financial topics and strategies easy to comprehend.