About

We are proud to be known in our local community

The know-how to help you succeed

Always serving with the client’s best interest at heart

Ronnie E. Culbertson, Jr.

FINANCIAL PROFESSIONAL

With nearly two decades in the financial and insurance services industry, president and financial professional Ronnie Culbertson has worked with thousands of clients over the years and witnessed about every type of life scenario when it comes to financial matters. All that experience can work to your benefit as he can help share the pros and cons of various financial strategies.

 

He is a firm believer that no matter your age, it’s never too soon to start saving for retirement. And if you haven’t started, let’s start today on crafting a plan to catch up so you can have more confidence in what tomorrow might look like. Insurance is an important consideration too, as life has a way of throwing curveballs when we least expect. It’s better to be prepared rather that caught without a safety net.

 

At Palm Financial Services, Ronnie walks each client though a comprehensive system for wealth accumulation and tax planning that includes his specialty expertise in retirement planning, investments, Medicare supplements, paycheck replacement and life insurance.

 

Ronnie is a Registered Investment Advisor (RIA) and is licensed to sell life insurance and annuities in several states.

 

In his free time, Ronnie spends time with his wife, family, and rescue cats Suki & Mia. He enjoys hiking, fishing, Boating, technology, and online gaming.  Ronnie also Supports our local First responders, assisting in fundraisers for schools and not-for-profits charities.

Leave us your info

AND WE'LL GET RIGHT BACK TO YOU.

Sign up to our newsletter

Share by:
{ "Description": "Domain ownership verification file for Microsoft 365 - place in the website root", "Domain": "Palmfinancialservicessc.com", "Id": "96e32f51-cb16-427a-95fa-4ff4837fe1cc" }