Southern Financial Consultants
Insurance, Investments & Estate Planning...MADE SIMPLE.
We provide a wide range of services and programs designed to serve your particular needs.
Our clients include:
-individuals
-groups
-private businesses
-public employees
-and non-profit organizations.
"With over 150 years of combined experience and service
we are dedicated to the financial success of our clients"
Newsletters
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Year-End 2021 Tax Tips
This article outlines various tax-related financial moves to consider before the end of the calendar year.
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How Well Do You Understand Retirement Plan Rules?
From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.
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Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.