At Sutherland Financial Services, we provide high touch, personalized asset management and fee-planning services to individuals and business owners.

We have more than 20 years experience navigating the ever-changing South Carolina Retirement System (and Teacher and Employee Retention Program, TERI), and we will work with you to make sure your financial goals align with your vision for retirement. Visit our Event and Seminars page to find out more about our free seminars to learn more about enjoying the next phase of your life!

Not a SC teacher or state employee? Our clients include professionals from all industries, and we promise to give you the same great service we provide all of our clients.

Our website contains many helpful tools, like educational articles on tax planning, investing, cash and risk management, estates & trusts, retirement and more! Plus, you’ll find over 30 financial calculators, newsletters, e-seminars and video clips to keep you up-to-date on financial issues, strategies and trends.

We’d love to see you at our next free Seminar, or if you’d like to schedule a complimentary consultation, please contact us.


Sutherland Financial Services

Navigating your retirement together.



Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

More Calculators →