Southern Asset Management, PA
Financial Services - Tallahassee, Florida, United States
Southern Asset Management, PA Employees
Southern Asset Management, PA Details
www.SouthernAssetManagement.orgP: (850) 531-0655F: (850) 254-1994E: wowens@royalaa.comFinancial services firm based in Tallahassee with over 30 years of experience in helping clients build and preserve wealth through survivorship planning, retirement planning, legacy planning, and estate planning. Our comprehensive range of services strives to consolidate all of your financial activity in one place. The goal of this integrated approach is to simplify financial matters and allow you to spend more of your valuable time on the things that matter most. We measure our success by our clients' ability to reach their individual goals. We strive to create long-term, lasting value for our clients. As your advisor, we will help you build a solid foundation for financial independence -- however you may define it.Our goal is to offer you an integrated and seamless experience as we partner with other professionals to design a financial plan that can help meet your objectives. Working as a team, we will address your most current needs first. As we work through your existing financial picture, we strive to ensure that your comprehensive, long-term financial strategy is the embodiment of your individual, financial aspirations.Our mission is to create long-term value for our clients through experience and quality service in the areas of financial strategies, employee benefits, insurance, and estate planning.**Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC.Insurance products are offered through Southern Asset Management and is not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer. Royal Alliance Associates, Inc. does not provide tax or legal advice.**
