FIRST CLASS FINANCIAL PLANNING
The ANSWER Is Simple
- Do you know your financial goals?
- Are you fiscally prepared for retirement?
- Are there benefits or resources you can better utilize in your retirement?
Southport Capital’s Approach
To Retirement Planning
We will meet with you to learn about your retirement needs and your lifestyle. We then develop a personalized portfolio analysis based on your retirement income goals. After we implement a plan to achieve your long-term goals, while regularly reviewing your financial situation, overall goals, and income needs. Adjusting your plan as your retirement needs change. Monitoring and analyzing financial markets and news to keep you informed. As well as, providing ongoing retirement planning advice and education.
Trust Southport Capital to Handle Income Replacement, Retirement Supplement, Estate Planning, Disability Insurance, and Long-Term Care.
Have questions about retirement planning? Speak to one of our advisors today.
Will I outlive my money?
Are you near retirement?
Enjoy your retirement without worrying whether or not your money will run out. Learn how annuities can help generate a steady stream of income, increase your current savings, help you leave a legacy, and provide income for your heirs.
What is my marginal tax rate? What is the best way to set up my investments in my taxable and tax-exempt accounts in order to minimize the tax impact? Can I avoid future estate
taxes? We’ll help you navigate the world of tax strategies and compliance.
What is the best way to achieve my long-term goals for passing wealth to my spouse and/or future generations? How can we most effectively meet our philanthropic goals?
Our proven process will help your family be more prepared should one of you become incapacitated or pass away.
Alternative Investments – Common Questions:
- How should my assets be invested?
- How much risk should I take?
- What returns do I really need to achieve my goals?
- What do I need to know about alternative investments?
- Are active managers worth it?
Go beyond traditional investments in each asset class and use alternative investments for additional diversification and superior returns. These funds and strategies are typically not available to the average retail investor. But Southport Capital is not your average retail investor.
We know how to use diversification to maximize your investments. Wealth is often lost by being highly concentrated and preserved by being diversified. Preserve your future by meeting with one of our investment experts.
Have Adequate Life Insurance Before You Need it.
Trust Southport Capital to handle income
replacement, retirement supplement, estate
planning, disability insurance, and long-term care.
These documents are for general information and educational purposes only, and must not be considered investment or financial planning advice. Such advice must be tailored to your individual situation and objectives. Investors should consult all available information, including fund prospectuses, and investment legal and accounting professionals, before making any fund purchase or executing any investment or financial planning strategy. They must exercise their own independent judgment when making any investment decision. All investments involve risk. There can be no guarantee that the strategies, tactics and methods discussed here will be successful. Shares may be more or less valuable than purchase price at any time in the future. Any performance related numbers referenced are not verified and are being used for informational purposes only.