Frequently Asked Questions

These are just a few of the questions we are asked . . .

Who can your firm help with their financial situations?
    Retirees, those close to retirement or those thinking that they should be "thinking" about their retirement.

How did you find out about me?
    We either received your name through a referral from one of our clients or from one of the other numerous resources we've used to compile our database over the past 37 years.

What investable assets must I have to work with your firm?
    We specialize in retirement accounts of all sizes, from someone just starting out with their first savings plan to those who have been blessed by the American Dream.  Investable dollars isn't an adequate gauge of who we can help with the concepts and strategies we employ at our firm.  Your individual situation as determined by our discussions together will determine whether or not we can assist you with your planning.

How can you help such a wide variety of people?
    Simply put: We have a Great Team!  
    But more importantly, because our clients ask us too!

What do I need to bring with me to our first meeting?
    Most importantly, you need to bring yourself and if you are married, your spouse.  We will also send you a confirmation letter via mail or email that will list the items we'd like to go over with you at our first meeting as well as a copy of our financial evaluation form. 

How much will a meeting with you cost?
    The first consultation is free as we get to meet each other and learn about one another.  If we feel that we can help you improve your situation we'll discuss our planning fee at that time. 

Am I obligated to implement the plan you suggest, with your firm?
    No. However, we'd be glad to implement it for you, because who knows a building better than its architect . . . the same can be said about the plan we'd present you with - we feel we have the intimate knowledge needed to assist you carry out the plan. 

Are you a member of the Better Business Bureau?
    Yes. Our firm, South Georgia Financial Services, Inc. is a member in good standing.

Can we contact your current clients and ask them questions?
    Yes, we do provide client references upon request at our first meeting.  Any information that they provide to you is at their discretion.