We help veterans & business owners like you build wealth.

Hypothetical case study

Introducing David

Meet David Johnson, a proud veteran and owner of a local hardware store in a small town. At 52, David is the backbone of his family. Married with two college-going children, he strives hard to balance the demands of his growing business with his commitment to his family's financial well-being.

David's financial targets included:

Ensuring a comfortable retirement for himself and his wife.
Supporting his children's college education without straining his resources.
Expanding his local hardware store without risking his financial stability.
Leaving a financial legacy for his family.

David, now a satisfied client of Southern Wealth Builders, standing outside his house with renewed confidence, illustrating the impactful solutions offered by the financial planners in Birmingham, AL

Going it alone wasn’t working out.

David's entrepreneurial spirit and dedication couldn't shield him from the complexities of financial planning. Balancing the financial needs of his business, family, and future retirement proved daunting. Additionally, the uncertain economy had him worried about the risks involved in business expansion and investment.

David had previously relied on DIY financial planning using online resources and software. However, the one-size-fits-all approach fell short of addressing his unique financial situation and ambitions, leaving him stressed and directionless.

David, a determined Birmingham business owner, standing alone outside his house, facing financial challenges before engaging with Southern Wealth Builders

The Solution: Hire a CFP®

David turned to a local CFP® for a personalized approach to his financial needs. Here's how she assisted David:

She conducted an extensive review of his finances, considering his business, personal, and retirement goals.
She created a tailored financial plan that carefully balanced his business expansion ambitions with the necessity for family financial security.
She offered a well-thought-out investment strategy, bearing in mind his risk tolerance and desire for steady returns.
She provided consistent monitoring and fine-tuning of his financial plan, adapting to the changing economic environment and his evolving needs.
She delivered comprehensive insurance advice to ensure his family would be financially secure in any eventuality.

Smiling business owner, David, introduced in Birmingham for his successful journey with Southern Wealth Builders, standing proud outside his house in a blue sweater

The Results

With personalized financial planning, David:

Now confidently manages his personal and business finances, leveraging a tailored investment strategy.
Is able to support his children's education without jeopardizing his retirement plans.
Successfully expanded his business without endangering his financial stability.

David now enjoys peace of mind, knowing his family's financial future is secure. With the help of a local CFP®, David found a financial partner that understood his unique needs and helped him pave the way for his family's financial security.

Note: We protect our clients’ personal information. This hypothetical case study does not involve an actual Southern Wealth Builders client. No portion of this content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Southern Wealth Builders is engaged to provide investment advisory or financial planning services.