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Our Planning Approach

Let’s Sit Down for a Conversation

At Southern Wealth, we understand that financial planning should never feel rushed or impersonal. Whether you’re approaching retirement, transitioning a business, or planning for future generations, we’re here to offer a better way. Our approach is rooted in Southern hospitality: we treat your family as if it were our own and always go the extra mile.

We invite you to sit down with us and experience the Southern Wealth difference firsthand. Here’s what you can expect:

A flowchart illustrating Southern Wealth's financial planning process. The first box, DEFINE, reads: "We define what matters most and identify available financial resources. Discovery Meeting stage." An arrow leads to DESIGN, which reads: "We create a customized financial plan with cutting-edge strategies. Financial Planning Meeting stage." The next box, IMPLEMENT, reads: "We implement the plan, executing tailored investment strategies for asset protection and retirement plannings. Implementation Meeting stage." An arrow leads to a circle, CLIENT EXPERIENCE, which reads: "Ongoing portfolio management, performance reporting, tax strategies, and proactive updates. Review and Adjust Meetings (1-2 per year)." The graphic represents a continuous cycle of financial planning, investment management, and legacy planning.

It’s not just our name, it’s the way we do business. Welcome to Southern Wealth.

Let’s Get Started

TO LEARN MORE ABOUT NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC AND ITS FINANCIAL REPRESENTATIVES, VISIT: FINRA BROKERCHECK