- Why Southern Wealth Advisors!
- The Southern Wealth Advisors Retirement Plan
- Goals -Based Financial Planning
- Market Insights
Why Southern Wealth Adviors?
We know you have choices when it comes to what team you work with. We believe the following are key reasons why clients choose to work with us.
- We put Clients First - Our Goals Based financial planning is our commitment to help you pursue your goals. It’s our first priority and drives everything we do.
- We create a tailored wealth management plan that is based on your goals - The program is flexible and adjusts as the market changes or as goals change.
- Competitive Transparent Fees - We simply charge a fee based on assets under management, which aligns our incentives with your best interests.
- Proactive Communication - You will hear from us regularly, and not because we have some new product to sell. We feel a constant communication approach works best.
The Southern Wealth Advisors Retirement Plan
Planning for retirement has never been easy, but in recent years, it's become increasingly difficult. The responsibility of planning for retirement has fallen on your shoulders and the decisions you make today will greatly affect your ability to lead the kind of retirement you hope to pursue someday. Running out of money is one of the biggest risks investors face. This guide was created to help you achieve the best retirement possible.
Goals-Based Financial Planning
At Southern Wealth Advisors we believe that the key to retirement planning is a holistic goals-based financial plan based on your dreams and goals. Your financial plan should go beyond just investments and retirement and should include all financial dreams like sending a child to college, starting a small business, taking care of aging parents, or buying a vacation home.
To learn more about our Goals-Based Financial Planning download the One Page Financial Plan
Southern Wealth Advisor Market Insight
We believe that a more informed investor is the most successful investor regardless of if you make your own investment choices or use a financial advisor. Below you can download our latest outlook on 2018 to see how we view the upcoming year.
Is the market headed for a fall?
Over the past eight years, extraordinarily accommodative monetary policy has served as the primary catalyst for spurring continued economic growth in the U.S. and around the globe but will it last?
The Southern Wealth Advisors Difference
Southern Wealth Advisors was created to help families pursue their financial dreams regardless of what stage of life you’re currently in. We take a Goals-Based approach to helping you with all aspects of your financial life. We know you have choices when It comes to what team you work with. We believe the following are key reasons why clients choose to work with us.