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How We Work

Southern Heritage focuses on helping individuals develop sound retirement strategies. We offer personalized, hands-on service - educating our clients about financial concepts and products, and taking the mystery out of investing, insurance, estate conservation, and preserving wealth.

Our process is tailored to fit each client's unique goals. Beginning with an initial discovery meeting, you will meet with one of our financial advisors to learn about our process, tell us about your goals, and experience what makes Southern Heritage unique. We will help you create a financial plan, and also help you construct a portfolio that works with your unique goals. From there, our team will implement, monitor and continuously review your accounts - updating you regularly about your progress.

We understand the many challenges of retirement today and the difficulties that come with the process. Let us help you simplify the process and build toward your future together.

Please explore our full suite of products and services below. 



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Government Securities

Variable Annuities

Financial Planning

Securities Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance


For more information about Southern Heritage and the services we offer, please send us an email or call the office. We welcome the opportunity to speak with you! | (931) 723-3344