About
Meet Andrew

Meet Caroline

Meet Rick

Powered by RFG Advisory
Services
When you are ready, click the start button below.

New Client?

Get Started

Plan with Clarity

Financial Planning

Education Funding

Fetch Financial Life Hub

Grow and Prepare

Investment Management

Equity Compensation Planning

Retirement & Rollover Planning

Protect what Matters

Estate & Legacy Planning

Giving Strategies

Insurance Consulting
Insights
Contact
Client Login

Schedule a Call

About
Meet Andrew

Meet Caroline

Meet Rick

Powered by RFG Advisory
Services
When you are ready, click the start button below.

New Client?

Get Started

Plan with Clarity

Financial Planning

Education Funding

Fetch Financial Life Hub

Grow and Prepare

Investment Management

Equity Compensation Planning

Retirement & Rollover Planning

Protect what Matters

Estate & Legacy Planning

Giving Strategies

Insurance Consulting
Insights
Contact
Client Login

Schedule a Call

Home
About
Services
Insights
Contact
Client Login

Category: Advise

Advise, Financing, Tax Planning

Social Security and Taxes: How Much Will the IRS Keep?

Let’s Connect

Tell us what’s on your mind. We’ll learn more, answer your questions, and help you decide what comes next.

Facebook

This field is for validation purposes and should be left unchanged.

Your name(Required)

Email address(Required)

Phone number

Company name

Your message

Prefer to talk? Call us at (925) 418-1746, or fill out the form. We’ll be in touch within one business day.

Clear, practical financial guidance for life’s biggest decisions, delivered directly to your inbox.

Company

This field is for validation purposes and should be left unchanged.

Email address(Required)

128 Millport Circle, Suite 200
Greenville, SC, 29607

akessler@investafp.com

About us

Meet Andrew
Meet Caroline
Meet Rick
Powered by RFG Advisory

Meet Andrew
Meet Caroline
Meet Rick
Powered by RFG Advisory

Services

Financial Planning
Investment Management
Equity Compensation Planning
Retirement & Rollover Planning
Estate & Legacy Planning
Education Funding
Giving Strategies
Insurance Consulting
Fetch Financial Life Hub

Financial Planning
Investment Management
Equity Compensation Planning
Retirement & Rollover Planning
Estate & Legacy Planning
Education Funding
Giving Strategies
Insurance Consulting
Fetch Financial Life Hub

Quick links

Contact Us
Client Login
Insights
Schedule a Call
Take Your Risk Survey

Contact Us
Client Login
Insights
Schedule a Call
Take Your Risk Survey

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Investa Financial Planning and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

© 2026 Investa Financial Planning. All Rights Reserved

Linkedin Facebook

top

Inactive

Search