What We Do
At First Southern Wealth Management, we offer more than investment management. We are dedicated to helping our clients make sense of every aspect of their financial life.
Personal Planning Services
Whether you are embarking on your new career out of college, or are nearing retirement age, now is the right time to partner with a financial advisor who truly cares. Regardless of your age or assets, you have questions.
- What type of insurance should I choose?
- What should my monthly budget look like?
- How much should I be setting aside for an emergency fund, and for the down payment on my first house?
- Should I be investing my money in a portfolio, or putting it in a savings account?
- How much do I need for retirement?
- Is it too soon to create an estate plan?
- How do I help my children plan for college?
We have answers. We will review your current situation, and help you understand at what stage of life you need to be thinking about the answers to these questions.
Business Services
Your business is your single biggest asset. The success of your business isn’t just important, it’s everything. At First Southern Wealth Management, we understand this. We realize the time and financial investment you have made in your business and the importance of its continued success. Not just to you and your family, but to every person you employ and their families.
Whether you are a budding entrepreneur looking to partner with an advisor for corporate financial planning, or the owners of a well-established business in need of an exit or succession strategy, we can help. We are qualified to assist with all of your financial business needs, including:
- Group Retirement Planning
- Buy and Sell Agreements
- Succession Planning
- Exit Strategies
Our goals-based approach will consider your corporate assets and liabilities, and create a strategy that focuses on your future growth.