By Jared McGahee, CFP®
Would you hand over your house keys to a stranger? That’s often what it feels like to work with a financial advisor. Not only do you need to find someone you can trust with your finances, arguably one of the most important parts of your life, but it also means taking the first steps in a relationship that will hopefully span for decades. That’s not something you want to jump into blindly.
We understand how big a decision this is, and since you can only learn so much about someone from reading a website bio, we want to share the motivation behind what we do and give you a glimpse of our passion for caring for our clients above and beyond the norm.
The Heart Behind It All
While some of us have been in this industry since the 1980s and others joined later, every one of our advisors saw a need to help people prepare well for their financial future and decided to be part of the solution. Combined, our team has over 70 years of experience in forming relationships with clients and equipping them to live their lives for what matters most.
Serving You Well
If you haven’t figured it out yet, relationships are the cornerstone of what we do. So when your family goes through a difficult time, we empathize with you. When you achieve a goal or celebrate a milestone, we rejoice with you! Your success is our success, and we believe there’s nothing more fulfilling than helping you find peace of mind and making your goals a reality. Each one of our team members comes to work each day to exceed your expectations and give back to our community. We love what we do and are honored to work alongside you.
Now that you know a bit about us, we’d love to hear your story. What are you looking for in a financial planner? What challenges do you currently face? Schedule a complimentary introductory meeting today to see if we are the right fit for you.
About Southern Point
With over 70 years of combined market experience, Southern Point Investment Partners strives to help our clients reach their financial goals through a collaborative team effort with the client’s aspirations as the driving force for all decisions. We have the privilege of working with clients in different stages of life and walking alongside them as their dreams become a reality. With various specialties among our team members, we will prepare a well-rounded plan based on what matters to you.