Southern Asset Management PA provides a wide range of insurance, investments, and estate planning. With over 30 years experience in helping employers as well as employees implement programs to assist in providing protection and retirement solution's.
Southern Asset Management has assisted State of Florida employees in having a better understanding of the Florida Re-tirement System (FRS) through a variety of Seminars and workshops throughout the last 33 years.
We assist our clients in having a better understanding of how to reach their goals by:
- Evaluating
- Planning
- Designing
- Implementation
Insurance Planning
- Insurance Reviews
- Beneficiary reviews
- Individual & Group Life
- Individual & Group Medical
- Individual & Group Disability
- Medicare Supplements
- Long Term Care
*Investment Planning
- DROP Conversions
- Mutual Funds
- Variable Annuities
- Variable Life
- Asset Allocation Reviews
- Risk Tolerance Reviews
- Immediate & Deferred Annuities
- College 529 Plans
|
*Retirement Planning
- IRA's (Roth—Traditional)
- Sep's
- 401 (k)'s
- Profit Sharing
- Money Purchase Pension Plans
Business Planning
- Buy-Sell Funding
- Executive Bonus Plans
- Non-Qualified Pension Plans
- Key-Person Indemnifica-tion
- Transition Planning
Estate Reviews and Planning
- Survivorship Planning
- Will & Trusts Reviews
- Dignity Planning
- Beneficiary Planning
- Charitable Giving Pro-grams
|
