What is peace
of mind worth for
you and your family?
We provide exceptional advice and premium services to help you achieve your most important life goals. We are committed to using our time and talents to help you prioritize those goals and to implement strategies that make them a reality. As a fiduciary, you can trust us to put your interests ahead of our own and know that we will act with loyalty and care on your behalf.
We believe if we serve our clients and their needs well, our success will follow.
The Creator has entrusted us to be good stewards of the resources that we have been given.
In order to meet the needs of our clients, we strive to have a personal relationship so that we can be proactive in our planning.
We expect our people to maintain high ethical and moral standards not only in their work for the firm but also in their personal lives.
Financial planning is not just a buzz word at our firm. Everything we do for our clients has a defined goal that is measurable.
We believe that:
-The key to long term wealth creation is compounding after tax returns.
-Risk is defined individually and must be quantified individually.
-Managing taxes, fees, and expenses is critical to investing success.
-Protecting capital in down markets is as important as growing capital in rising markets.
We review and consult on risk management strategies for you, your family, and your business. We are well-versed in the types of insurance and other risk management tools used to protect you and your property from unforeseen events.
We understand the potential pitfalls you will encounter as you accumulate your wealth and when it is time to live off those assets. We will help you structure your cash flow to minimize the tax impact without hindering the growth potential of your assets.
We have the expertise to help you and your family navigate the next steps as you look to the future and how your wealth will impact your family and your causes in the most tax efficient way. If you bring us the vision we will help you craft the plan.
At Southern Capital, we are not just concerned with helping you achieve your goals, but also with helping you reach those goals in a way that is appropriate for you. One of the ways we accomplish this is by ensuring that your portfolio risk is adequate to meet your personal goals while not exceeding your capacity and tolerance for risk. To assist us with this process, we utilize Riskalyze, an award-winning risk alignment software. Riskalyze generates a personal risk number to pinpoint how much risk you want, how much risk you need to take to reach your goals, and how much risk you have in your portfolio.