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Retirees

Retiring Early? Dealing with a 72T Distribution? We’re Here to Help.

At SouthTrust Advisors, you and your retirement priorities come first. We take the time to get to know you – your hopes, your goals and your current circumstances. No matter where you find yourself financially, we’ll work hard to earn your trust.

Our process

First, we work to understand your specific needs. We collect the data we need and then analyze it to find suitable solutions for your retirement income planning and wealth management needs. We never rush the process, just to “get the sale” or talk you into buying a product. Whether you waited too late to start saving for retirement or you are retiring early (before age 59 ½ ), or are trying to take advantage of a 72T distribution, we’ll show you how to use your assets to produce income and how to manage your social security benefits.

Our promise

Our seasoned financial advisors only recommend solutions that we believe in and have full confidence in solving your retirement planning needs.

If we can’t help you, we’ll let you know. Our goal is not to outperform the financial planner or broker across the street by choosing the latest ‘hot’ stock, but to help you figure out a process, plan and discipline to achieve your retirement dreams and to help put the resources you’ve sacrificed for to good use.

Our recommendations

Because we’re independent financial advisors, we’re not beholden to proprietary products or services. We call this an “open architect” firm. But what you need to know about the process is that we can truly pick and choose from the best products around – regardless of the company to which they belong – from a purely objective approach to life income and investment planning.

Contact us today to see how we can help you get ready for retirement.