Wealth Planning

A holistic approach that results in a guide for your financial future.

Before you can chart a course, you need to know your destination. Many start investing without clarifying the financial future they want to create. Goals-based financial planning enables you to create a financial plan that matches your life plans. Whether you want to fund college, create a legacy gift for the community, or extend purpose and values through estates and trusts, your financial plan plays an essential role in determining an optimal investment policy and asset allocation.

The key to goals-based financial planning is defining clear achievable goals. Once you’ve set your goals, we’ll put you on the right path to reach your desired destination.

We use a four-step process to plan your financial future. 

  • Define your priorities.
    We listen and learn about your goals and objectives.
  • Plan and present options.
    We use the industry’s best software to plan and account for “what if” scenarios.
  • Build an investment strategy.
    We construct a portfolio to protect and grow your assets.
  • Track and adjust.
    We monitor your investments and make necessary modifications to stay on course.

what others are saying

“I always tell clients that Southeastern Trust is easy to work with and a very approachable and responsive trust company.”
– Estate Planning Attorney
“We love that we know our clients are in great hands when we make a referral to Southeastern Trust. They are the perfect fit for our clients who may feel a little intimidated by traditional trust companies or trust departments at a bank.”
– Estate Planning Attorney
“Southeastern Trust’s most important selling point for me, based on direct experience, is its willingness to make tough decisions as a corporate trustee on behalf of trust beneficiaries rather than simply make decisions that avoid risk. This comes from appreciating their clients’ individual situations.”
– Co-Trustee
“I really enjoy working with Southeastern Trust and especially appreciate that they have the special needs expertise. Not many trust companies have that expertise.”
– Special Needs Parent

Take the next step in Designing a Life Well Spent.

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