Not Sure How To Invest? Let Us Help.
Retirement Consulting
401k Plan Review
College Savings
Put our years of experience to work for you!
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.
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.
Blog
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could severely impact families trying to maximize their legacies.
Are you currently negotiating a new job offer or searching for a new role?
This article aims to guide you on your journey.
The question is: how do you ensure you receive a salary that mirrors your worth?
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the process entirely painless, the following guidance should be useful on your journey.
