(704) 236-6615 scott@southernwa.com

Financial Planning

Planning for Current Goals and Future Plans

Does your financial plan specifically address your goals now and in the future?  Do you annually review the plan and make adjustments based on performance and economic conditions?

Chances are you don’t as most financial plans are really just glossy templates filled with fancy charts and tables used to sell you complicated and often expensive products.

At Southern Wealth Advisors we believe that the key to retirement planning is a holistic goalsbased financial plan based on you. 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 or buying a vacation home.

Your financial plan is customized to your current and future life goals, wealth transfer plans and future expense levels. By continually monitoring the plan we can make adjustments as needed to ensure you have sufficient funds to meet your goals.

Contact us to find out how we can help you pursue your financial goals.

Financial Planning Guides

Answering financial planning questions is something that I am passionate about and absolutely love to do. Although when I think about what’s important in my business, it is not so much answering those questions (because lots of times people don’t understand, remember, or get around to it), it’s really about getting to the heart of the important issues and knowing the right questions to ask.

Do you know how much you save or spend each year?  Do you have the proper choices in your retirement or 401(k) plan and is it enough to allow you to retire when you intend to?  Is there anything else you can do to reduce income taxes that you’re not doing now?

Find helpful answers to these questions and more with our free Financial Planning Guides.  For more information, simply click on the links on this page.

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 with...

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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...

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Strategies to Optimize Social Security Benefits

How to maximize Social Security benefits is a critical consideration for most people because making the wrong choices can mean losing tens or hundreds of thousands of dollars.  This Guide, produced by Southern Wealth Advisors, discussed the various strategies...

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(704) 236-6615

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One-Page Financial Plan

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