Throughout our process, we will listen to what's important to you and develop customized financial and retirement benefit strategies that can help turn your goals into reality. The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers.
This is what makes us different. Our team of professionals helps plan your future, so you have the confidence to focus on what's truly valuable. AdvisorySouth is an independent financial services firm whose advisors specialize in investment management, retirement plan consulting, and financial and estate planning services.
This is what makes us different. Our team of professionals helps plan your future, so you have the confidence to focus on what's truly valuable. AdvisorySouth is an independent financial services firm whose advisors specialize in investment management, retirement plan consulting, and financial and estate planning services.
Services
At AdvisorySouth, we have one simple mission: building and preserving wealth and guiding our clients to a secure and successful financial future. We strive to simplify the complex world of investments, retirement plan consulting and personal financial order.
In a world filled with volatility and uncertainty, AdvisorySouth pursues a partnership alongside our individual and business clients to share perspective and carefully attend to our clients' unique needs, desires and goals.With offices in the Atlanta Metro area, the Georgia coast and Dothan, Alabama, AdvisorySouth has a distinctly southern footprint.
In a world filled with volatility and uncertainty, AdvisorySouth pursues a partnership alongside our individual and business clients to share perspective and carefully attend to our clients' unique needs, desires and goals.With offices in the Atlanta Metro area, the Georgia coast and Dothan, Alabama, AdvisorySouth has a distinctly southern footprint.
With more than 47 years' experience in the financial industry, David Burch founded Lighthouse Financial Advisors in 2006. Bennett Burch began his career with Lighthouse Financial Advisors in 2015 as our Paraplanner. He enjoys building. Rachael Carter began her career with Lighthouse Financial Advisors, LLC in February of 2020 as our Client Relations.
Defined Benefit and Cash Balance Pension Plans offer a special opportunity for business owners and highly compensated management to benefit from larger tax-advantaged contributions than those permitted in a 401(k) plan. These plans are more complex and require actuarial administration. However, the plan limits may be much higher and offer significant tax-advantaged accumulation benefits.
We build more than a financial plan; we build relationships with our clients. We want to understand your goals and know if your circumstances change, so we can adjust your plan to help keep you on track. Our comprehensive approach to planning includes understanding your financial future and creating a plan aligned with your short and long-term goals including: retirement, college funding, estate planning, and investments.
Today, innovation is critical to continued investment success. Our investment philosophy embraces traditional wisdom, while it also reflects recent advances in portfolio construction theory that respond to new market realities. Risk tolerance, not return expectation, is the beginning basis for investment decisions.
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