Your trusted partner for peaceful retirement transitions.

ABOUT

We invest in a better, healthier future.

Our goal is to help take you from employee to retiree, stress-free, so that when you’re there – you can stay retired.

Protecting Your Health

Confused about how Medicare works? We will walk you through the process and help you choose the plan that's right for you.

Long Term Care

Since long-term & home health care isn't covered by Medicare, we want to make sure you know all of your options.

Planning for Your Estate

This includes life insurance, gifting, or leaving behind a legacy. We'll make sure that is all in place for you.

Financial Security

We'll take that 401, 403, any of your IRAs and protect it from loss, get a reasonable rate of return, and keep you out of probate.

Our Amazing Team

Wes Lane Senior Broker DSM, CLTC, APP

(803) 521-4419

Jessie Lane RN, BSN, Licensed Agent

(803) 622-7233

Jared McAdams Licensed Agent

(803) 237-4394

Arthur Neroshchin Licensed Agent

(803) 546-7078

Licensed & trained staff members ready to help.

Offering Local Insight and Support

Medicare

Before choosing a plan, we want to be sure you know the difference between your many options.

Insurance Planning

Life insurance has a wide variety of variables that may change overtime. When you think about retirement, you should always review your current life insurance coverage.

Retirement Planning

Let's take you from employee to retiree as stress-free as possible, and make sure you can have a tax-free retirement.

Let's Chat

Got questions? We’re here to help! At SRS of Columbia, we’re committed to providing exceptional customer service.

Whether you have questions about medicare, retirement, or financial planning – our team is ready to assist you.