Southern Heritage Investments & Planning

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 c