Broker Check

533 Johnson Ferry Road
Suite 200
Marietta, GA 30068

Southbridge Advisors

770-436-4097 x.108

 
Southbridge Advisors

Relationship-driven Advisors in Atlanta, Georgia

At Southbridge Advisors, everything we do is aimed to help our clients achieve their financial and personal goals and plan for a strong future. We work alongside families, professionals, retirees, widows, and businesses, guiding them through their financial milestones. 

We understand that everyone has different goals, depending on where they are in life and how they envision their future. We also believe that financial advice can take many forms. Whether it is comprehensive financial planning, investment management, 401k , retirement consulting, or estate planning, we tailor each service and solution to your unique needs.

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Southbridge Advisors Customer Relationship Summary


Helpful Content

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Trends in Charitable Giving

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A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Long-Term-Care Protection Strategies

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

 

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Breaking Down the Parts of Medicare

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How Insurance Deductibles Work

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Should I Pay Off Debt or Invest?

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Enter various payment options and determine how long it may take to pay off a credit card.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

No Cash, No Checks, No Problem

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When Do You Need a Will?

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An Arm and a Leg

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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