Welcome to Southern Financial Group LLC, a Registered Investment Advisor firm with an experienced staff of Certified Financial Planners, Certified Public Accountants, and Personal Financial Specialists. Southern Financial Group LLC was recently recognized by a Business Alabama survey as a "Top Rank Financial Planning & Investment Advisory Firm"1.
Southern Financial Group's knowledge comes from over 50 combined years of experience managing portfolios for a wide variety of clients, each with very different financial needs.Our customized portfolios are built on an array of investment strategies, from highly aggressive portfolios for investors looking for growth to ultra-conservative strategies focusing on wealth preservation and income.
Whether you are looking to boost your after-tax returns or seeking the protection of tax-deferred vehicles, our commitment is to help you meet your personal financial objectives. Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.
Southern Financial Group's knowledge comes from over 50 combined years of experience managing portfolios for a wide variety of clients, each with very different financial needs.Our customized portfolios are built on an array of investment strategies, from highly aggressive portfolios for investors looking for growth to ultra-conservative strategies focusing on wealth preservation and income.
Whether you are looking to boost your after-tax returns or seeking the protection of tax-deferred vehicles, our commitment is to help you meet your personal financial objectives. Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.
Services
Our mission is to provide personal, caring and knowledgeable advice to help you clarify goals and realize dreams.
We'll sit down with you and really get to know who you are and where you want to be.
Together, we'll go over your current and long-term financial needs.
That way, we can help you create a realistic, personalized investment strategy.
We view each of our relationships in the context of a process that evolves over time.
If your financial situation changes, we will always be ready to adjust your portfolio.
We'll sit down with you and really get to know who you are and where you want to be.
Together, we'll go over your current and long-term financial needs.
That way, we can help you create a realistic, personalized investment strategy.
We view each of our relationships in the context of a process that evolves over time.
If your financial situation changes, we will always be ready to adjust your portfolio.
You can trust Southern Financial Group, LLC to always be there when you need us, answering your questions and working with you in pursuit of your goals.
Your Personal Financial Inventory: We will evaluate your entire financial situation, taking a complete inventory of you current assets and liabilities, determining your tolerance for risk and investment time horizon, and identifying your current and long-term goals, including retirement.
A Personal Roadmap: We develop your financial plan by integrating all of your assets and then incorporate risk management and tax strategies into an overall long-term investment strategy.
Your Personal Financial Inventory: We will evaluate your entire financial situation, taking a complete inventory of you current assets and liabilities, determining your tolerance for risk and investment time horizon, and identifying your current and long-term goals, including retirement.
A Personal Roadmap: We develop your financial plan by integrating all of your assets and then incorporate risk management and tax strategies into an overall long-term investment strategy.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
We've provided you with a list of helpful links to help you find information that interests you.
If there are other links you believe would be useful, email us to let us know.
At certain places on this Southern Financial Group, LLC Internet site, live 'links' to other Internet addresses can be accessed.
Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Southern Financial Group, LLC.
Southern Financial Group, LLC does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses.
If there are other links you believe would be useful, email us to let us know.
At certain places on this Southern Financial Group, LLC Internet site, live 'links' to other Internet addresses can be accessed.
Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Southern Financial Group, LLC.
Southern Financial Group, LLC does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate.
It can even designate someone to manage your financial affairs should you be unable to do so.
Learn about the importance of having an estate strategy in this helpful and informative video.
Probate can be a completely public process, or it can be managed to include as little information as possible.
An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate.
It can even designate someone to manage your financial affairs should you be unable to do so.
Learn about the importance of having an estate strategy in this helpful and informative video.
Probate can be a completely public process, or it can be managed to include as little information as possible.
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