Personal Services

Southeastern Financial Group can help you implement and manage the various financial components to turn your vision into reality. In approaching your unique situation, we begin with questions not answers.   We employ a unique process, called "The Lifestyle Protection Experience tm"  to help you organize and build an effective financial strategy.  When you think about it, the foundation of a successful financial program starts with an understanding of how all the components work together.

Each clients goals are unique, thus Southeastern Financial Group's Financial Representatives work with you to create your customized plan. Getting organized is the first step towards designing an effective financial strategy.  Second, we will help you build and implement your plan to protect you. And third, we can tackle the important task of focusing your resources to help you achieve your life's objectives.

The experienced financial professionals at Southeastern Financial Group have an understanding of tax laws, and an in-depth knowledge of financial services, employee benefit plans, insurance, investments*, and other tools needed to build an effective financial foundation for you and/or your business.

Click here to watch a video overview of our process.

 

View a full list of our products.

Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342, 1-800-366-0839. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Southeastern Financial Group, LLC are not affiliates or subsidiaries of PAS or Guardian.

PAS is a member of FINRA, SIPC. The Financial Representatives of Southeastern Financial Group, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Debe Draudt at 205-313-6724. Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and / or tax advisor for advice concerning your particular circumstances. Disability Income and Long Term Care products underwritten and issued by Berkshire Life Insurance Company of America, Pittsburgh, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.

THE LIVING BALANCE SHEET® and logo are registered trademarks of The Guardian Life Insurance Company of America, New York, NY. Patent is pending. The trademark The Living Balance Sheet and the content and graphics on this website which relate or refer to The Living Balance Sheet system are used under license from Guardian.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.