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 Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The uncertainties we face in retirement can erode our sense of confidence.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Taking regular, periodic withdrawals during retirement can be quite problematic.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Your credit score may influence how much you pay for auto and home insurance.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Do you have causes that you want to support with donations?
A special needs trust helps care for a special needs child when you’re gone.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When do you need a will? The answer is easy: Right Now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Peer-to-peer payment apps are one of the newest ways to send money.