Not Sure How To Invest? Let Us Help.

Portfolio Management

Retirement Consulting

401k Plan Review

College Savings

Put our years of experience to work for you!

 


 

 

Thumbnail






Did you know that two of our associates are Dave Ramsey SmartVestor's? 
Click here to find out more about
Eric Nager.
Click here to find out more about Wendy Nelson Bailey.

elp_promo_dave_lg.png

Southern Capital Services TV Interview

What is an Independent Registered Investment Advisor (RIA)?

  • An RIA is in the business of giving advice.
  • An independent RIA is not owned by another company or institution.
  • An RIA has a Fiduciary Responsibility to their clients. They are legally required to put the client’s interest first. This is a higher standard that what is required of brokerage firms, which is the suitability of an investment for an individual client.
  • An RIA is typically compensated by fees for advice, rather than commissions on buying & selling.
  • An RIA is regulated by the Securities and Exchange Commission (SEC) or the state in which they operate.

The Difference Between an RIA and a Broker

Blog

An Estate Planning Primer for Business Owners

by Eric Nager on Dec 12, 2017

As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate.

Read More

Protecting Your Intellectual Capital

by Eric Nager on Nov 22, 2017

Many people, who have achieved success and wealth through their business, have done so with their intellectual capital. What exactly is intellectual capital? This is the sum of the business’ hidden assets, such as its human resources, knowledge, intellectual property, and all of the client and stakeholder relationships that bring immeasurable value to the company.

Read More

Is 'Freedom 55' an Option Anymore?

by Eric Nager on Aug 15, 2017

Have you ever stopped to wonder why 60 is considered retirement age? Some public services - like the police force in certain countries - require you to stop working at 60.

Read More