Southern Heritage Investments & Planning
Investment Management - Morristown, Tennessee, United States
Southern Heritage Investments & Planning Employees
Southern Heritage Investments & Planning Details
Southern Heritage Investments & Planning offers independent financial management and advice in the following key areas while always applying the core principles of Southern Heritage: God, Family & Community! Investment planning Risk management College funding Retirement planning Estate conservation Our services are designed to help you answer the following questions: How can I get more from my investments? How can I reduce my exposure to risk? How much money will I need to live comfortably in retirement? Am I saving enough? What is the best way to save for college? How can I help reduce estate taxes and preserve more of my assets for my heirs? Do I have the right amount of life insurance? Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. Southern Heritage Investments & Planning is not an affiliate of cfd Investments, Inc. or Creative Financial Designs, Inc.
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