Plant wealth for retirement. Utilize savings and investments to start your legacy.
Protect your savings. Keep your money and prepare for your retirement years.
Preserve your legacy. Extend the life of your money and your estate for generations to come.
WE WORK SO THAT YOU CAN LIVE YOUR SOUTHERN HERITAGE.
About Southern Heritage
We believe that some of what makes southerners so special is large, close families, and the willingness to help those we love whenever they need it. That is why we consider you part of the family. We want to take care of you so that you can take care of your loved ones as best you can.
We strive to give the best customer service we know how to give. That includes giving you a human to talk to when you call, an honest look at your investments and potentially better options, as well as an office you can feel at home in.
Your life is important to us as well. We like to know what you’re going through so that we let you know we care.
Walter Updegrave Jul 18, 2017 Wouldn’t it be great if there was one simple thing you could do to help you better prepare for retirement and make you feel more confident about your prospects for financial security at the same time? Well, there is: Put your retirement plan in writing. A recent Schwab report shows that people who have […]
4 Financial Milestones to Reach Before You Retire Looking forward to retirement? Here are a few goals to hit first. Maurie Backman Jul 25, 2017 Retirement is a period to look forward to for a countless number of working Americans, but it can be a financially stressful time, as well. No matter when you choose […]
By: valuepenguin Mold is all too common and is often found after water damages your home, but it’s not always covered by homeowner’s insurance. Not only can mold be destructive and an eyesore, but it can also be hazardous to your family’s health and expensive to remedy, with an infestation potentially costing upwards of $30,000 […]
By Judith Graham May 18, 2017 It’s widely believed that older age is darkened by persistent loneliness. But a considerable body of research confirms this isn’t the case. In fact, loneliness is the exception rather than the rule in later life. And when it occurs, it can be alleviated: It’s a mutable psychological state. Only […]
If you’ve recently received the news that your child is expecting, and you’re going to be a grandparent, you’re probably feeling some sense of relief along with joy. You can have the fun of having a baby in the family, without losing a lot of sleep or spending a small fortune on diapers and baby […]