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Safe Money Strategies
Retirement is when your money works for you, not the other way around.
Ask yourself, “Will I have enough?” Navigating your savings to last 25 to 30 years can be overwhelming, but it doesn’t have to be. We utilize conservative investment options and insurance products to safeguard your assets against market volatility and economic uncertainties. Our goal is to provide you with financial stability and security.
Annuities can provide a reliable income stream for life, while investment products offer long-term growth. At Southern Trust Financial Services, we help you blend these into a strategy that suits your desired retirement lifestyle. We understand everyone’s retirement is unique—some never stop working, others slow down, and some stop completely. Whether you want to travel, garden, or start a new business, we custom design a plan that balances safety, growth, and income.
Effective retirement planning ensures your company retirement plan or IRA, investments, income plan, risk plan, and social security work together. Let us create a comprehensive plan that aligns these elements to support your goals.
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Investing involves risk, including the potential loss of principal. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom-suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice. We are not affiliated with Medicare or any other government agency. By contacting us, you may be connected with a licensed insurance agent.
Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Product and feature availability may vary by state and issuing company.