(704) 236-6615 scott@southernwa.com

Retirement Planning Is More Crucial Than Ever

Retirement issues are a major source of concern today. Longer life expectancies mean your retirement may last nearly as long as your career, and rising health care costs may make your retirement increasingly expensive. Meanwhile, the uncertain future of Social Security and changes in corporate retirement plans are leaving individuals primarily responsible for funding their own retirement.

As the realities of retirement change, retirement planning is more important than ever. That’s why it is important to work with a company like Southern Wealth Advisors that can provide a holistic approach to helping you plan for the next phase of your life — an approach that factors in your entire financial picture.

While you’re still working and building your savings, we can help you determine how you want to spend your retirement — and how much it would cost. This analysis can help quantify your retirement needs, factoring in your current and projected income and assets, and uncover potential shortfalls, showing you ways to address them.

 We can then help you create a saving and investment plan, monitoring and quantifying your progress toward your retirement goals.

As you transition into retirement, we can work with you to develop a sound plan to help you pursue the lifestyle you desire. At this stage, your focus shifts from saving for retirement to funding your retirement, drawing on your savings as well as the income from your investments.

We can continue to monitor your activity to help assure that your retirement income continues to meet your expectations, that your spending is in line with your strategy and that you have enough money to realize your retirement goals.

At Southern Wealth Advisors we care about your retirement and investments as much as you do.

(704) 236-6615

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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