South Carolina Business Review

Tax efficient investing

By Mike Switzer

Published April 18, 2023 at 5:30 AM EDT

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Even though the dreaded tax deadline is now behind us, many people are still going to have taxes on their minds and how to make next year’s situation better. Our next guest says there are many strategies you can employ now that may help. Mike Switzer interviews Garet Strange, a certified financial planner with Hobbs Group Advisors in Columbia, SC.

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Mike Switzer

After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.

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