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.
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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Second marriages are a trigger event to revisit any existing estate strategies.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
What does the Tax Reform and Jobs Act mean for you?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Learn about the risks of not having health insurance in this informative article.
Understanding how a stock works is key to understanding your investments.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Understanding the cycle of investing may help you avoid easy pitfalls.
There are hundreds of ETFs available. Should you invest in them?
Savvy investors take the time to separate emotion from fact.