Complete
Wealth

Comprehensive
Retirement Planning

Managed
Growth

Estate and
Legacy Planning

Insurance
Planning

Retirement
Transition

College
Funding

Welcome to Southern Heritage Financial Group

Southern Heritage Financial Group is a comprehensive wealth, retirement and estate planning firm that is committed to helping local retirees and pre-retirees plan for and work towards achieving their retirement goals.

We strive to:

By working with Southern Heritage Financial Group, you will receive a customized and comprehensive plan to help you reach your financial objectives. Our personalized plans are developed with your best interests in mind; as an independent service provider, we have access to the full spectrum of products and strategies available to help meet your specific and unique needs.

Let us help you prepare for retirement by Planting, Protecting, and Preserving your legacy. Reap the benefits of a well-planned retirement. Schedule your no-obligation Roots for Retirement Review, to see if you’re on track to retire on time, and have the savings needed and plan in place to see you to and through your golden years