Services
Services
How We Work
We provide a wide range of insurance, investment, and estate planning services and programs designed to serve your particular needs. Our clients are individuals, groups, private businesses, public employees and non-profit organizations. Our combination of evaluation, planning, design and implementation assures individually tailored programs that are comprehensive and competitive in today's market and represent the highest quality and services available.
Estate Planning
Estate Review and Planning
Retirement Planning
Qualified Plans
Non-Qualified Plans
Wills and Trusts (work with qualified attorneys and legal professionals)
Federal Estate & Gift Taxes (done by qualified CPAs)
Revocable & Irrevocable Trusts (work with qualified attorneys and legal professionals)
Charitable Giving Programs
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area.
Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
vicky@southernfc.com | (800) 786-0752