Southeast Financial Group, Inc.
Who We Serve
INDIVIDUAL INVESTOR/ACCUMULATORS
What are their top concerns?
-
Focused on growing wealth and investing
-
Want to establish a safety net
-
Want to achieve freedom and independence
-
Want to get on the right path early and stay there
-
Want to pay off debt
-
Want to gain a clearer understanding of their assets/liabilities (insurance, 401k, taxes, etc.)
Why us?
-
We are a partner for life and will adapt to life changes
-
We find undervalued opportunities and seek to maximize long-term growth
-
We will design a long-term plan
-
We perform periodic check-ins to ensure continued advancement and forward momentum
-
We help avoid the coulda, shoulda, wouldas later in life
NEARING RETIREMENT/RECENT RETIREE
What are their top concerns?
-
Having enough money to last
-
Requiring a certain amount of money each month
-
Concerned about market turns that could impact their asset value
-
Not having to rely on their adult children for support
-
Providing for dependents
Why us?
-
We can customize a retirement account to produce a desired income level
-
We can implement an effective distribution strategy
-
We look for ways to maximize asset value
-
We help folks avoid a sell-off in a down market
-
We consider medical and extended care expenses
-
We help you provide for your loved ones
COMPANIES NEEDING HELP WTH 401K PLANS
What are their top concerns?
-
Need to achieve compliance with Dept. of Labor
-
Don't have time to manage
-
Concerned about audits
-
Want to provide a competitive plan to attract and retain employees
Why us?
-
We can streamline the management of a company's 401k program
-
We free up resources and time
-
We ensure that the firm remains in compliance
-
We help educate employees on their options and give them the tools they need
-
We manage and maintain all records in a way that's organized and easily accessible
-
We help ensure that the company's offering is robust and competitively priced
-
We stay on top of the latest industry changes
-
We will even assist with employee benefit plans (life/dental/disability insurance, HSA etc)