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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Second marriages are a trigger event to revisit any existing estate strategies.
Learn a little about worldwide currency in this fun infographic
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This article may help you maximize the benefits of your donation for your chosen charity.
Reasons to retain your coverage into your retirement years.
Retirement choices can be intimidating. Picking the right strategy.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Bucket lists don’t have to be for tomorrow.
Learn about the importance of having an estate strategy in this helpful and informative video.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
An amusing and whimsical look at behavioral finance best practices for investors.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Investors seeking world investments can choose between global and international funds. What's the difference?