(704) 236-6615 scott@southernwa.com

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 financial goals.

Do you want to purchase a vacation home, fund your children’s or grandchildren’s education, and spend your retirement as you’ve dreamed— or all of the above? The guide can help in creating a personalized wealth management strategy to help you prepare for a successful financial future.

This guide will help you answer key financial planning questions like:

  • How to align our investment strategy with your goals
  • How to not outlive your retirement savings
  • Do I have enough saved to retire?
  • How much will health care be in the future?

(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