Southern Financial Group, Inc.

Providing Insurance, Investments, and Retirement Planning

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 Our "Independent" status allows us to customize a financial plan based on your risk tolerance and objectives.  We offer complete consultation, assessment, and evaluation of your financial situation.  We then suggest a possible investment strategy.  Southern Financial Group, Inc. then closely monitors your portfolio to help optimize it's performance.  Our services are highly personalized and custom made for each of our clients.


 

 Insurance Available

 

At Southern Financial Group, Inc. we still believe in

customer service to the client.  You deserve the time to

find the Insurance product that is right for you.  With that

in mind we represent several different companies with

several different objectives to cover many needs that 

may arise.

 

 

Individual Major Medical Coverage

 

Group Major Medical Coverage

 

Life Insurance

 

Long Term

 

Supplemental/ Section 125 Provider

  • Accident
  • Cancer
  • Disability
  • Hospital Confinement
  • Critical Illness

 

Dental Insurance

 

Vision Insurance

 

 

 

 Investments Available

 

There are many avenues available when preparing for retirement, and there is no one size fits all solution.  With that in mind Southern Financial Group, Inc. has made it our goal to constantly educate ourselves on new products and services available to help our clients find the best suitable financial plan to fit their objective.

 

Investment and Retirement Planning

 

Annuities

 

Mutual Funds*

 

403(b) Plans

 

401(k) Plans and Rollovers (Group and Individual)

 

457 Plans (Deferred Compensation Plan)

 

Traditional, Roth, and SEP IRA's*

 

College Funding Investments (529)*

 

Savings Accounts 

 

 

This is a partial list.  Other products and services also available.