Partner
Experience
Southern Financial Group is seasoned with two teams with over 40 years of experience that share one philosophy. We strive to be your trusted advisor by getting to know you, understand your goals, and provide guidance on financial decisions to achieve your dreams. Our firm is dedicated to truth, accuracy, a strong work ethic, and exceptional service. Simply put, our focus is you.
Partnership
Together, we develop a comprehensive plan that is focused on your goals. We provide you with your financial analysis and discuss our recommendations. From there, we guide and educate you on how to implement our recommendations. Annually, or as often as you like, we will have meetings to assess your progress towards your goals and make any adjustments as necessary.
Education
It is of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation. Thus, we can present the most up-to-date products that are available to provide a financial plan suited to your needs.
Helping our clients closer to their financial dreams.
We know how imperative the right financial decisions are to helping you reach your goals which is why we have extensive knowledge.
Speciality Areas for Solutions
- Retirement Planning
- Asset Protection
- Estate Planning
- Investments
- Retirement & Income Planning
- Long-Term Care
- Life Insurance
Our Team
Administrative Assistant
Blog
Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros. Active vs. Passive A key distinction for investors is whether you want a passive investment strategy or...
During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know whom to call. So, what do you do? Well, luckily for you, we have spent some time thinking about this and have come up with some of the most important things to do to during a crisis. Before the Crisis First and foremost, you should chat with...
