Charles Schwab has acquired TD Ameritrade. Beginning on August 1, TDA clients will be prompted on the TD Ameritrade AdvisorClient website to create a Schwab Alliance login.

If you are an existing Schwab client, you can skip this step and use your current Schwab Login ID and password.

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!

 


 

 






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

Seven Key Tips for Planning Elder Care

by Eric Nager on Jul 19, 2023

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.
Read More