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.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Is your estate in order? This short quiz may help you assess your overall strategy.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Learn about the risks of not having health insurance in this informative article.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you died, what would happen to your email archives, social profiles and online accounts?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Taking your Social Security benefits at the right time may help maximize your benefit.
When do you need a will? The answer is easy: Right Now.
Investors seeking world investments can choose between global and international funds. What's the difference?