SOUTHERN CAPITAL
A brand shaped by passion for service excellence
01
GETTING TO KNOW YOU
Our relationship-based approach begins with learning all about our clients' current needs and personal and professional goals. This can include everything from family planning to philanthropic aspirations. Our firm also specializes in assisting business owners with preparing their organizations for the future and protecting their hard-earned assets.
02
FINANCIAL ASSESSMENT
We perform a thorough analysis of the client's current financial picture including but not limited to, savings, investments, insurance policies and tax records. This allows us to see any areas of opportunity where we may be better able to align your financial plan with your current and future needs.
03
RISK MANAGEMENT
At this stage, we dive deeper into recommendations for limiting your exposure to risk. We design strategies using a variety of products from the providers that best suit your unique set of goals. As an independent firm, our loyalty belongs exclusively to our clients, not to a particular provider or parent company.
04
ESTATE PLANNING
Next, we focus on ensuring the longevity of your assets. This often includes collaboration with our strategic partners in order to create a truly comprehensive plan that covers all facets of your estate.
05
IMPLEMENTATION
Through close collaboration with the client, we establish an initial comprehensive plan of action. We are proud to offer industry-leading technology featuring a secure, web-based, personal financial management dashboard for each client which provides a complete financial snapshot, in real time.
06
PERIODIC REVIEW + ADAPTATION
Following implementation, we review the benchmarks set for your plan to ensure you stay on track towards successfully meeting your goals. We continually monitor and adapt your plan as needed to suit your constantly changing financial environment and circumstances.
OUR BRAND
The Southern Capital brand naturally evolved from the belief that our services should empower clients to take control of their financial future.
MEET OUR TEAM
PERSONAL WEALTH MANAGEMENT
OUR PROCESS
Our Approach
To Your Success
Southern Capital is an independent, boutique financial planning firm that utilizes a relationship-based approach to help business owners, corporations and individuals strategically manage assets for safety, growth and future needs. We strive to foster advisory relationships which transcend the narrow scope of traditional financial planning services. Our unique, family-operated, privately held firm is able to provide superior personalized service and comprehensive customized plans that large financial institutions are often unable to offer.
Our Loyalty Belongs Exclusively To Our Clients
As an independent firm, we represent and serve our clients, not a parent company. We also choose to utilize a fee-based structure for our services rather than a commission-based structure. This important distinction means that we are able to focus solely on meeting the goals of our clients, rather than, selling a particular product or working within the confines of a single provider.
OUR BRAND
The Southern Capital brand naturally evolved from the belief that our services should empower clients to take control of their financial future.
OUR BRAND
The Southern Capital brand naturally evolved from the belief that our services should empower clients to take control of their financial future. Our logo, the ship steering wheel, represents the navigational advice and industry-leading tools we provide to our clients. Together, with our clients and strategic partners, we collaborate to strategically chart an evolving course towards financial security, measurable growth and improved preparedness for the future.
OUR BRAND
The Southern Capital brand naturally evolved from the belief that our services should empower clients to take control of their financial future. Together, with our clients and strategic partners, we collaborate to strategically chart an evolving course towards financial security, measurable growth and improved preparedness for the future.
FOUNDER & CEO
Taylor Hodges
Southern Capital is a full-service, private, financial planning firm that utilizes a relationship-based approach to help business owners, corporations and individuals transition to, and maintain, a life of financial independence.
How We Do Business
ADDRESS
500 TERRY FRANCOIS STREET
SAN FRANCISCO, CA 94158
| TEL.123-456-7890
OPENING HOURS
MONDAY - FRIDAY: 11.00 - 18.30 SATURDAY: 11.00 - 17.00
SUNDAY: 12.30 - 16.30
OF YOUR FINANCIAL FUTURE
TAKE HOLD
TAKE HOLD
OF YOUR FINANCIAL FUTURE
A brand shaped by passion for service excellence
SOUTHERN CAPITAL
The Name
The name, Southern Capital, references the geographical location of the capital city where our firm was founded, Tallahassee, Florida. Our name also symbolizes our strong ties to our home community and our belief in purposeful collaboration towards common goals. The word Southern reflects our brand's strong association with one of the values our region is best known for: hospitality. We strive for service excellence and to meet both the expressed and unexpressed needs of our clients.
The Brand
The Southern Capital brand naturally evolved from the belief that our services should empower clients to take control of their financial future. Our logo, the ship steering wheel, represents the navigational advice and tools we provide to our clients. Together, with our clients and strategic partners, we collaborate to strategically chart the course towards financial security, growth, and preparation for the future.
Empowering people to take
control of their financial future
Southern Capital is an independent, boutique financial planning firm that utilizes a relationship-based approach to help business owners, corporations and individuals strategically manage assets for safety, growth and future needs. We strive to foster advisory relationships which transcend the narrow scope of traditional financial planning services. Our unique, family-operated, privately held firm is able to provide superior personalized service and comprehensive customized plans that large financial institutions are often unable to offer.
Our loyalty belongs exclusively
to our clients
As an independent firm, our loyalty belongs exclusively to our clients, not to a parent company. We also choose to utilize a fee-based structure for our services rather than a commission-based structure. This important distinction means that we are able to focus solely on meeting the goals of our clients instead of selling a particular product or provider.
OF YOUR FINANCIAL FUTURE
TAKE HOLD
You set the destination.
TOGETHER, WE CHART
YOUR COURSE.
Strategically managing assets for safety, growth and future needs
SERVICES OVERVIEW
RISK
MANAGEMENT
Check the background of this investment professional on FINRA's BrokerCheck.
Securities offered through GWN Securities, Inc. Member FINRA & SIPC.11440 N Jog Road - Palm Beach Gardens, FL 33418 - (561) 472-2700 Investment Advice offered through Latitude Advisors, LLC. Registered Investment Advisor. Southern Capital, LLC, Latitude Advisors, LLC and GWN Securities, Inc. are not affiliated companies.
Check the background of this investment professional on FINRA's BrokerCheck.
Securities offered through GWN Securities, Inc. Member FINRA & SIPC.11440 N Jog Road - Palm Beach Gardens, FL 33418 - (561) 472-2700 Investment Advice offered through Latitude Advisors, LLC. Registered Investment Advisor. Southern Capital, LLC, Latitude Advisors, LLC and GWN Securities, Inc. are not affiliated companies.