As a consumer, have you noticed shortages? Here are some of the reasons behind supply-chain problems and how they might impact the economy. This article looks at high debt levels among older Americans and why it's important to analyze and address debt before retirement. Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
Services
We are a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions through our comprehensive assessment and independent advice.
Southeast Retirement Planners offers access to Trust Services through The Private Trust Company, N.A., (PTC), an affiliate of LPL Financial. As of 2020, they served in a fiduciary capacity for over $130 Billion in assets. Unlike many other broker-affiliated trust companies, LPL's model for trust services keeps the LPL Advisor at the center of the client relationship, both as the investment advisor and the client's primary relationship manger.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
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