Financial Planning

As the world evolves, the financial challenges that you are facing evolve too.

Southport Capital’s Beacon Financial Planning System will help you gain a more holistic view of your financial situation. When you sign up for our Beacon Financial Planning System, we create a customized website that will help you to get financially organized. This website is an incredibly comprehensive tool that you can use to monitor all your assets as well as liabilities (Real Estate, Mortgages, Investment Accounts, Bank Accounts, Credit Cards, and Insurance Policies to name a few). You will also be able to use your website to track your spending habits and set a budget that will help you monitor your quantitative financial goals.

Our mission at Southport Capital is to develop and refine a plan that enables you to live a prosperous retirement lifestyle.


Is it secure?

In one word, yes. Your account is protected by the mutiple layers of security within the financial website. In addition, this website is non-transactional, so there is absolutely no risk of money being moved from within the software tool. Since your financial security is always our top priority, we will never share your personal account information with anyone without expressed, written authorization. This video discloses additional information about the security features:

 

How do I use it?

Beacon Financial Planning website is user-friendly. The website provides tools to help guide you in learning the navigation and functions of your personal financial website. Follow this video to get familar with the basics:


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Information provided herein has been obtained from sources that are deemed to be reliable. Southport Capital makes no guarantees, express or implied, as to the accuracy or completeness thereof. Past performance is not a guarantee of future performance. The material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to participate in any trading strategy. The securities/instruments discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. This material does not provide individually tailored investment advice or offer tax, regulatory, accounting or legal advice. Third-party data providers make no warranties or representations of any kind relating to the accuracy, completeness or timeliness of the data they provide and shall not have liability for any damages of any kind relating to such data.Please contact our office at 423-664-4510 . You can also visit our website at http://www.southportcapital.com/ For a complete ADV visit the SEC website.

This communication is strictly intended for individuals residing in the state(s) of CA, FL, GA, KY, LA, NC, SC, TN and TX. No offers may be made or accepted from any resident outside the specific states referenced.