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.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Are women prepared for a 20-year retirement?
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a quick guide to checking to see if you have unclaimed money.
There’s an alarming difference between perception and reality for current and future retirees.
For women, retirement strategy is a long race. It’s helpful to know the route.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?