Services

Southern Heritage specializes in 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.