Retirees

Many of our clients came to Southern Capital as they ended their work careers and began the journey of retirement. A major advantage the firm has over our competitors is that we are a fiduciary, which means complete transparency in how we manage client portfolios and how we are paid for our services. Keeping costs down and putting our clients’ interests first is why retirees have chosen us. Making sure our client’s money endures through up and down
markets takes a dedicated team approach to understanding the needs to each retiree. Planning for distributions and longevity takes understanding the balance between sustainable withdrawal rates and tax planning.

We are proud to have many clients who have worked in the following areas:

Locally owned utilities
Local and state government agencies
Law enforcement at the local/state/federal level
Publicly traded companies
Small business owners
Legal and accounting professionals
Healthcare workers
Education workers
Corporate executives
Physicians

We have helped hundreds of families to have the retirement they always wanted through:

Asset management tailored to their unique needs
Expert advice from your own dedicated CFP® counselor
Access to financial planning resources covering optimal Social Security distribution strategies, tax planning considerations, estate planning and more
Timely insights on topics that matter to retirees
A fiduciary duty to always put the client's interests first with one simple transparent fee structure that means we only do better when the client does better