(704) 236-6615 scott@southernwa.com

One-Page Financial Plan

Southern Wealth Advisors offers a FREE one-page financial plan that you can download and use as a place to start when thinking about your own plans.

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We believe you will find this information to be valuable. Please feel free to contact Southern Wealth Advisors with any questions you may have about your personal finances.

(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