While financial advisors appear to offer the same services, Southern Point utilizes an innovative, collaborative effort to help develop a financial plan based on the unique and specific needs of the client.
You've worked hard to get to your Golden Years. Our advisors can assist in transitioning to your new phase in life.
Having a well-rounded investment strategy can help develop and preserve your wealth.
Small Business Planning
Small business owners have a wide range of financial needs. From coordinating employee benefits to succession planning, our advisors can assist in develop your financial strategy.
Whether you're looking to start a 529 saving plan or looking for guidance dealing with student debt, our advisors can help develop a tax-efficient investment strategy to help you accomplish your goals.
Taxes are a major component of your financial plan. Our advisors will work with you to make tax-savvy decisions for you or your business.
If you would like for your financial resources to have a lasting impact, our advisors can assist in creating a strategy for your philanthropic endeavors that can benefit both you and the community.
Our advisors will work alongside your estate attorney to help develop and implement a wealth transfer strategy.
Choosing between the different Medicare plans can be a very overwhelming task. We help our clients weigh the pros and cons of each plan and help them find the right fit for their healthcare needs. We also help our clients review their Medicare Prescription Drug Plan each year to make sure their current plan is the best fit for their needs.
Social Security Planning
Deciding when to take Social Security is a major life decision. Also, we help clients gain an understanding of how other retirement benefits affect your social security and develop strategies to maximize those benefits.