Our Services Investment Asset Management Learn more Retirement Planning Learn more Wealth & Estate Planning Learn more Life Insurance Learn more Business Planning Learn more Money Management Learn more 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 awarenessCreating a broader scope of understanding of risk vs. rewardStrengthening your “safety net”Building a strong and appropriate portfolioManaging your tax burdenPreserving wealth through estate/legacy planningAs 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.