Financial planner Southern Wealth Management Group of Raymond James 260 Brookstone Centre Pkwy, Columbus, GA 31904
Southern Wealth Management Group of Raymond James, located at 260 Brookstone Centre Pkwy in Columbus, GA, specializes in comprehensive financial planning services. Our team of dedicated financial planners is here to help you navigate your financial journey by offering personalized strategies that align with your goals. Whether you are looking for assistance with retirement planning, investment management, or tax strategies, we are committed to providing tailored solutions to enhance your financial wellbeing. To learn more about our services or to schedule a consultation, please call us at (706) 257-7900 or visit our website.
Our Services
At Southern Wealth Management Group, we offer a range of financial services, including:
- Investment Management
- Retirement Planning
- Tax Planning and Preparation
- Estate Planning
- Insurance Planning
How We Help
We work closely with our clients to understand their unique financial situations and objectives. Our approach includes:
- Initial consultation to assess your financial goals
- Development of a customized financial plan
- Ongoing monitoring and adjustments to your plan as needed
What to Expect at Your Consultation
During your consultation, we will discuss your financial goals and concerns. Please bring any relevant financial documents, such as:
- Tax returns
- Investment account statements
- Retirement account information
- Insurance policies
Visit Us
You can find us at:
260 Brookstone Centre Pkwy, Columbus, GA 31904
Frequently Asked Questions
- What services do you offer? We provide investment management, retirement planning, tax planning, estate planning, and insurance planning.
- How do I schedule a consultation? You can call us at (706) 257-7900 or visit our website to schedule an appointment.
- What should I bring to my first meeting? Please bring relevant financial documents, including tax returns and investment statements.
- What is your fee structure? We discuss our fees during the initial consultation, which can vary based on the services provided.
- How often will we meet? We typically meet regularly to review your financial plan and make necessary adjustments.
- Can you help with retirement planning? Yes, we specialize in helping clients plan for a secure and comfortable retirement.
- Do you offer tax planning services? Yes, we provide tax planning services to help minimize your tax burden.
- What if I have other financial advisors? We can work collaboratively with your other advisors to ensure a cohesive financial strategy.
Informational only — not legal, financial, or insurance advice.
Financial planner Southern Wealth Management Group of Raymond James
260 Brookstone Centre Pkwy, Columbus, GA 31904
(706) 257-7900
https://www.raymondjames.com/southernwealthmanagementgroup
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