(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.

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...

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Retirement Savings

Building a framework for successful retirement planning and structure for your retirement planning efforts that can be adjusted as necessary through life’s stages.

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How to Distribute and Protect your IRA Assets

Whether you are managing your own IRA, choosing your beneficiaries, or dealing with inheritance issues, it’s time to start thinking about how to make sure those tax-protected savings are not lost in the tangle of tax and estate issues.

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Determining Income Needs in Retirement

Upon retirement, traditional wages may cease or significantly decline, though retirees will still have some standard of living that is desired. The question is how do retirees fund their retirement and maintain their current lifestyle

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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