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Our Services


Investment Asset Management

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Retirement Planning

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Wealth & Estate Planning

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Life Insurance

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Business Planning

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Money Management

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While developing a customized financial program, we will walk you through a step-by-step process that will allow you to feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We are committed to extraordinary service while focusing on topics such as:

  • Improving your financial awareness
  • Creating a broader scope of understanding of risk vs. reward
  • Strengthening your “safety net”
  • Building a strong and appropriate portfolio
  • Managing your tax burden
  • Preserving wealth through estate/legacy planning

As independent advisors, Southeastern Financial Group aligns with many great companies to offer a robust financial menu. Some companies we currently work with are, but are not limited to T.Rowe Price, Pershing, American Funds, W.E. Donoghue & Co, Prudential, Nationwide, Fidelity, TIAA-CREF, among others.

We appreciate the time you have taken to review our company and look forward to having a conversation with you and your organization to see how we can serve you the best.