Those Just Getting Started

Those Just Getting Started - FP360

Working with clients for over thirty years we have heard the same thing from clients, “I wish we had met you when I was just getting started!” When your children or grandchildren get started chances are they are not a fit for the traditional money management process. Why?

Simply put, most of the younger generation has not accumulated a large sum of money so most advisors do not want to work with them. This reality has limited an entire generation’s ability to access solid financial advice. We are on a mission to change that.

We have also found the following is likely to happen to them:

They are likely to be “sold” products that have high fees and are commission-based by insurance and investment companies.
They are less likely to get assistance in constructing a financial plan that helps them to see the potential of small investments over a lifetime. Time and small investments over time amount to great fortunes…but someone must help them get started.
They will get caught up in the latest investment fad that promises a quick return and usually ends up in a major loss of their investment and shakes their faith in investing in the markets in a healthy way.

After many years of experience, Southern Capital created a new company that works exclusively with those just getting started and those who have realized they need help making it to their goals.

FP360 offers the following services:

Simple financial planning that can be a one-time check-up or an ongoing monthly relationship with consistent communication with one of our CFP® professionals
Simple asset management with one flat fee using low-cost index funds that are built to correspond with the client’s risk tolerance
The ability to bundle financial planning/tax planning and preparation/estate planning/investment planning all for a reasonable rate

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