About Us
As a small business owner, I understand the benefits and challenges of owning a small business. I opened my first office on September 10, 2001, one day before the terrorist attacks of September 11th. It made me understand and appreciate our country and our way of life and our business structure. No matter what the circumstances, success in business depends on one and only one thing...YOURSELF!
The products and services we offer
Recommendations Received (8)
"Honest, knowledgeable advisor who always has the best interests of his clients in mind."
"Consistent, reliable service!"
Products & Services
A smart, flexible, realistic budget is the backbone of your business. Deep South Investment Services LLC offers budgeting services to business owne...
A Roth IRA can be a great tax-efficient way to prepare for retirement. Deep South Investment Services LLC can help you open and manage your Roth IR...
It's never too early or too late to improve your grasp on finance basics. Deep South Investment Services LLC offers financial literacy workshops to...
Recommendations Given (21)
"Scott is a caring, professional who goes above and beyond to help his clients."
"Awesome place to eat. The atmosphere is very casual and relaxed."
Recent Activity
If you have the risk tolerance to handle the volatility in the stock market, individual stocks may interest you. As long as your "needs" (i.e. retirement income, savings, medical, etc.) have been met, and you have additional money, look to the future in medicine and technology. Many of these...
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If you have the risk tolerance to handle the volatility in the stock market, individual stocks may interest you. As long as your "needs" (i.e. retirement income, savings, medical, etc.) have been met, and you have additional money, look to the future in medicine and technology. Many of these have had sizable gains but some still may have room to run up even more. If you aren't willing to take risk, looking to protect your money and provide income for your future, fixed index annuities with living benefits may be what you need. Most with living benefits don't offer too much on the upside but they can protect you on the downside and provide lifetime income for you and your spouse. One even offers a 10% per year step-up for income only until you begin withdrawals. This does not apply to account value. Every individual is different and you need to have a discussion with your advisor so that he/she knows exactly what your risk tolerance is, what your goals are and your timeframe.
The most important point is it's different for each individual. Risk tolerance, age and allocation are all important, but also what is the money for and when will it be needed (i.e. retirement, trust, retail investment, etc.). Realize that if your invest is down 50%, you will need 100% growth...
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The most important point is it's different for each individual. Risk tolerance, age and allocation are all important, but also what is the money for and when will it be needed (i.e. retirement, trust, retail investment, etc.). Realize that if your invest is down 50%, you will need 100% growth just to catch up . Here is an example: if stock was bought at $50 and now it's worth $25, you will need $25 x 2 to get back to $50. If you have time and appropriate risk tolerance, you could buy and equal number of shares at $25 and your breakeven price will only be $37.50. Speak with your financial advisor to get the appropriate advice for YOU!
