Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Southern Advisors Inc. we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Proud members of the Society of Retirement Educators
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Try these activities to keep your brain sharp.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
It's important to understand how inflation is reported and how it can affect investments.
Six overlooked tax deductions to help manage your tax bill.
There are common mistakes you can avoid when saving for retirement.
Here’s a guide to explain all the parts of Medicare.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investors seeking world investments can choose between global and international funds. What's the difference?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There’s an alarming difference between perception and reality for current and future retirees.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In the world of finance, the effects of the "confidence gap" can be especially apparent.