Products & Services

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

A Summary of 2018 Tax Changes

by Eric Nager on May 14, 2018

The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes are significant and are likely to affect nearly everyone in some measure; some positively, while others may find themselves with a higher tax bill in 2018.

Read More

Informed Donating

by Eric Nager on Apr 27, 2018

The U.S is considered the most generous country in the world, with two-thirds of Americans giving to charities annually. And this number continues to grow, with giving levels increasing every year since 2009.

Read More

Get In Shape - Financial Fitness 101

by Eric Nager on Apr 13, 2018

We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in the air, it’s time to exercise your wallet. Financial Fitness is a set of goals or programs to help you identify your financial goals, and how to get in the best financial shape of your life.

Read More