First South Financial Services offers access to the following:

 

Services For Individuals and Families

 

General investment advice and implementation

Stock, bond, mutual fund portfolios

Fixed-interest and variable annuities

Professionally-managed investment accounts

Life, disability, and long-term-care insurance

Traditional and ROTH IRAs and Rollover Services

Self-Employed retirement Plans (SEPs , SIMPLESs,            

            Solo 401(k) plans)

Retirement Planning and Monitoring

Education and Funding Plans

 
 
Services For Business Owners
 

Qualified Retirement Plans,401(k), SIMPLE, Profit Sharing, SEP

Succession Planning for Business

Wealth Transfer Strategies for the Executive/Owner

Salary Continuation Plans in retirement or disability

Buy-Sell Agreements-Make sure you don’t end up in business

            With your partners spouse!

“Golden Handcuff” arrangements to retain key personnel

            Necessary for success.

Pension planning to help executives in an effort to maximize income in

            Retirement.

Life, Disability, Long-Term Care Insurance Planning

 

 

Securities offered through LPL Financial, Member FINRA, SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not First South Bank deposits and are not FDIC insured. These products are not obligations of the First South Bank and are not endorsed, recommended or guaranteed by First South Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. First South Bank and First South Financial Are not registered broker/dealers and are not affiliated with LPL Financial.

Check the background of investment professionals associated on this website with on FINRA’s BrokerCheck

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1.Representatives of a broker-dealer("BD") or investment advisor("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a)satisfy the qualification requirements of, and are approved to do business by, the state; or (b)are excluded or exempted from the state's licensure requirements.

2.Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a)effecting, or attempting to effect, transactions in securities; or (b)rendering personalized investment advice for compensation.

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