(704) 236-6615 scott@southernwa.com
Our Financial Planning Approach

Our Financial Planning Approach

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you pursue your goals in life; it’s not about buying products. A Personalized Financial Plan At Southern Wealth Advisors, our financial planning process starts...
Outside the Box Considerations

Outside the Box Considerations

Our investment Strategy  Once a goal has been decided and a time line established the success of the financial plan is largely dependent on an appropriate investment recommendation.  At Southern Wealth Advisors, we take into consideration your risk level when...
Quick-N-Easy Financial Plan

Quick-N-Easy Financial Plan

Our Quick-N-Easy Financial plan is designed to provide a road map to your financial future.  Regardless of what stage of life you’re currently in — moving ahead in your career, enjoying retirement or somewhere in between — this guide can help you to prioritize your...
Retirement Savings

Retirement Savings

How to avoid running out of money in Retirement Planning for retirement has never been easy, but in recent years, it’s become increasingly difficult. Chances are, you’re not covered by a defined benefit pension plan at work that provides known income...

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Advisors Alliance, a registered investment advisor. Southern Wealth Advisors and Independent Advisors Alliance are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: North Carolina, South Carolina, Florida, Michigan, California, Arizona, and Virginia.

Southern Wealth Advisors
18716 W Catawba Ave
Cornelius, NC 28031
(704)-236-6615