Our Philosophy

Cove exists to be a safe place for our clients to find education on their options and to be a resource as they plan for the future.

We believe that education and planning helps take away the fear of the future and allows our clients to maximize their life today. 

In a world full of options, we aim to keep it simple as we partner with you to reach your financial goals.

 

Our Process

Father and Son Flying a Drone

Learning & Discovering

Use the form below to request a meeting. During this meeting, we will learn more about you and your financial goals.

 

You will be able to learn who we are, what we do, and how we do it! 

Glass Conference Room

Strategizing & Educating

Through a holistic approach, we will customize strategies to fit your individual needs. We believe educating our clients is essential in building and maintaining an efficient plan. Therefore, we’ll incorporate you in every step of the way.

Business Meeting

Planning & Executing

We will map a customized strategy to help you achieve your financial goals. Because change is constant, we will follow through and evaluate your plan to make sure it meets your then current needs. 

 

Meet The Team

Caleb Thompson

Caleb Thompson

  • Follow Me

Caleb is a former public accountant with experience in individual and small business tax consultation and preparation.

 

He is passionate about all of the details that make finances work and partnering with clients to help them make the most of their financial situation. 

Along with Ron, Caleb started Cove Financial Solutions because he wanted to empower individuals to take control of their retirement, savings, and financial goals. 

Caleb lives in West Ashley in Charleston, SC with his wife, Kate, and their dog, Maple. 

In addition to being a CPA, Caleb has an Accounting degree from Bob Jones University and a Masters degree in Taxation from Clemson University. 

Ron Thompson

Ron

Thompson

  • Follow Me

Ron’s background in the financial industry extends for over 30 years. He has a vast knowledge of life insurance and retirement income strategies. He's passionate about helping people understand the world of finance and develop a sound retirement plan.

Ron is a Marshall University Alumni and served in the United States Air Force from 1968 to 1972.

 

He holds licenses in life and variable annuities in Florida. Ron is a Board Member for the NAIFA Ocala Branch (National Association of Insurance Financial Advisors).

Ron is a West Virginia native currently residing in Ocala, FL with his wife Cindy where they raised their three sons: Trevor, Caleb, and Isaiah. 

Request a Meeting

6650 Rivers Avenue, Suite 128

North Charleston, SC 29406

Success! Message received.