{"id":614,"date":"2019-06-10T20:59:28","date_gmt":"2019-06-10T20:59:28","guid":{"rendered":"http:\/\/enteravalon.com\/southport\/?page_id=614"},"modified":"2019-07-30T18:53:01","modified_gmt":"2019-07-30T18:53:01","slug":"our-services","status":"publish","type":"page","link":"http:\/\/enteravalon.com\/southport\/our-services\/","title":{"rendered":"Our Services"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; module_id=&#8221;financial-planning&#8221; _builder_version=&#8221;3.22.3&#8243; background_color=&#8221;rgba(12,113,195,0.78)&#8221; background_image=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/financial-planning.jpg&#8221; background_blend=&#8221;overlay&#8221; custom_padding=&#8221;20vh||20vh&#8221; filter_saturate=&#8221;20%&#8221;][et_pb_row _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;center&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;50px&#8221; header_text_shadow_style=&#8221;preset3&#8243;]<\/p>\n<h1>Financial Planning<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22.3&#8243; custom_padding=&#8221;40px|0px|0|0px|false|false&#8221;][et_pb_row custom_padding=&#8221;27px|0px|0|0px|false|false&#8221; _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;40px&#8221; header_line_height=&#8221;1.2em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221;]<\/p>\n<h1 style=\"text-align: center;\">As the world evolves, the financial<br \/> challenges that you are facing evolve too.<\/h1>\n<p style=\"text-align: justify;\">Southport Capital\u2019s Beacon Financial Planning System will help you gain a more holistic view of your financial situation. When you sign up for our Beacon Financial Planning System, we create a customized website that will help you to get financially organized. This website is an incredibly comprehensive tool that you can use to monitor all your assets as well as liabilities (Real Estate, Mortgages, Investment Accounts, Bank Accounts, Credit Cards, and Insurance Policies to name a few). You will also be able to use your website to track your spending habits and set a budget that will help you monitor your quantitative financial goals.<\/p>\n<p style=\"text-align: justify;\">[\/et_pb_text][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;40px&#8221; header_line_height=&#8221;1.2em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221; custom_padding=&#8221;||4vh&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><strong>Our mission at Southport Capital is to develop and refine a plan<br \/> that enables you to live a<\/strong><strong> prosperous retirement lifestyle.<\/strong><\/h2>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;#d8bc88&#8243; divider_weight=&#8221;2px&#8221; _builder_version=&#8221;3.20.1&#8243; height=&#8221;0px&#8221;][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22.3&#8243; custom_padding=&#8221;0|0px|0|0px|false|false&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; custom_padding=&#8221;56px|0px|0|0px|false|false&#8221; make_equal=&#8221;on&#8221; module_id=&#8221;retirement-planning&#8221; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;100%&#8221; width_tablet=&#8221;100%&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;100%&#8221; max_width_tablet=&#8221;100%&#8221; max_width_last_edited=&#8221;on|desktop&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;5%|5%|4%|5%&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;40px&#8221; header_2_font=&#8221;||||||||&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221;]<\/p>\n<h1>Is it secure?<\/h1>\n<p>In one word, yes. Your account is protected by the multiple layers of security within the financial website. In addition, this website is non-transactional, so there is absolutely no risk of money being moved from within the software tool. Since your financial security is always our top priority, we will never share your personal account information with anyone without expressed, written authorization. This video discloses additional information about the security features.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Lato||||||||&#8221; text_text_color=&#8221;#232323&#8243; text_font_size=&#8221;24px&#8221; text_line_height=&#8221;1.4em&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;Lato|700||on|||||&#8221; header_2_text_align=&#8221;center&#8221; header_2_text_color=&#8221;#232323&#8243; header_2_font_size=&#8221;32px&#8221; text_orientation=&#8221;center&#8221;][\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;1%|4%|4%|4%&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_video src=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/Financial-Planning-Security-Video.mp4&#8243; _builder_version=&#8221;3.20.1&#8243;][\/et_pb_video][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; custom_padding=&#8221;56px|0px|0|0px|false|false&#8221; make_equal=&#8221;on&#8221; module_id=&#8221;retirement-planning&#8221; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;100%&#8221; width_tablet=&#8221;100%&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;100%&#8221; max_width_tablet=&#8221;100%&#8221; max_width_last_edited=&#8221;on|desktop&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;1%|4%|4%|4%&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_video src=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/How-Do-I-Use-It.mp4&#8243; _builder_version=&#8221;3.20.1&#8243;][\/et_pb_video][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Lato||||||||&#8221; text_text_color=&#8221;#232323&#8243; text_font_size=&#8221;24px&#8221; text_line_height=&#8221;1.4em&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;Lato|700||on|||||&#8221; header_2_text_align=&#8221;center&#8221; header_2_text_color=&#8221;#232323&#8243; header_2_font_size=&#8221;32px&#8221; text_orientation=&#8221;center&#8221;][\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;7%|5%|4%|5%&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;40px&#8221; header_2_font=&#8221;||||||||&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221;]<\/p>\n<h1>How do I use it?<\/h1>\n<p>Beacon Financial Planning website is user-friendly. The website provides tools to help guide you in learning the navigation and functions of your personal financial website. Follow this video to get familiar with the basics.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22.3&#8243; custom_padding=&#8221;0|0px|54px|0px|false|false&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; custom_padding=&#8221;0|0px|27px|0px|false|false&#8221; _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_button button_url=&#8221;https:\/\/wealth.emaplan.com\/ema\/SignIn?ema%2ftdameritrade%2fsouthportcap&#8221; button_text=&#8221;Financial Planning Login&#8221; button_alignment=&#8221;right&#8221; _builder_version=&#8221;3.20.1&#8243; custom_button=&#8221;on&#8221; button_text_size=&#8221;27px&#8221; button_text_color=&#8221;#FFFFFF&#8221; button_bg_color=&#8221;#004e7d&#8221; button_border_width=&#8221;0px&#8221; button_border_color=&#8221;#0C71C3&#8243; button_border_radius=&#8221;16px&#8221; button_font=&#8221;||||||||&#8221; locked=&#8221;off&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_button button_url=&#8221;https:\/\/www.advisorclient.com\/advisorclient\/p\/gridLogin&#8221; button_text=&#8221;TD Ameritrade Login&#8221; button_alignment=&#8221;left&#8221; _builder_version=&#8221;3.20.1&#8243; custom_button=&#8221;on&#8221; button_text_size=&#8221;27px&#8221; button_text_color=&#8221;#FFFFFF&#8221; button_bg_color=&#8221;#004e7d&#8221; button_border_width=&#8221;0px&#8221; button_border_color=&#8221;#0C71C3&#8243; button_border_radius=&#8221;16px&#8221; button_font=&#8221;||||||||&#8221; locked=&#8221;off&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; module_id=&#8221;investment-management&#8221; _builder_version=&#8221;3.22.3&#8243; background_color=&#8221;rgba(12,113,195,0.78)&#8221; background_image=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/investment-management.jpg&#8221; background_blend=&#8221;overlay&#8221; custom_padding=&#8221;20vh||20vh&#8221; filter_saturate=&#8221;20%&#8221;][et_pb_row _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;center&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;50px&#8221; header_text_shadow_style=&#8221;preset3&#8243;]<\/p>\n<h1>Investment Management<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22.3&#8243; custom_padding=&#8221;40px|0px|43px|0px|false|false&#8221;][et_pb_row custom_padding=&#8221;27px|0px|0|0px|false|false&#8221; _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;40px&#8221; header_line_height=&#8221;1.2em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221;]<\/p>\n<h1 style=\"text-align: center;\">At Southport Capital, we believe in creating plans<br \/> to improve the financial well-being of our clients.<\/h1>\n<p style=\"text-align: justify;\">Customizing portfolio design and management is at the core of our offering. Many of our clients seek us out for our investment management expertise. Others are interested in our approach to developing a plan for their overall wealth management needs.<\/p>\n<p style=\"text-align: justify;\">We spend time to understand your personal situation and financial goals, which results in a customized investment portfolio and wealth management solutions tailored to your personal needs. You will have a dedicated Investment Counselor who is there specifically to keep you informed and comfortable with your financial decisions<\/p>\n<p style=\"text-align: justify;\">\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22.3&#8243; background_color=&#8221;#e8eef1&#8243; custom_padding=&#8221;0|0px|54px|0px|false|false&#8221;][et_pb_row custom_padding=&#8221;27px|0px|24px|0px|false|false&#8221; _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;40px&#8221; header_line_height=&#8221;1.2em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#004e7d&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221; custom_padding=&#8221;||&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><strong><\/strong><strong>The Path To A Higher Performing Portfolio:<\/strong><\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; make_equal=&#8221;on&#8221; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_last_edited=&#8221;on|desktop&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_blurb title=&#8221;Less Guessing, More Growing.&#8221; image=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/growing.png&#8221; icon_placement=&#8221;left&#8221; _builder_version=&#8221;3.20.1&#8243; header_font=&#8221;Poppins|600||on|||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#054f7d&#8221; body_font=&#8221;Poppins|300|||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#515e66&#8243; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;1.4em&#8221; custom_css_blurb_image=&#8221;width: 100px;&#8221;]<\/p>\n<p>While no one can accurately time the market, we actively monitor the markets to look at the cyclical trends to better understand how it will affect your portfolio.<\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;The Right Strategy.&#8221; image=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/strategy.png&#8221; icon_placement=&#8221;left&#8221; _builder_version=&#8221;3.20.1&#8243; header_font=&#8221;Poppins|600||on|||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#054f7d&#8221; body_font=&#8221;Poppins|300|||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#515e66&#8243; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;1.4em&#8221; custom_css_blurb_image=&#8221;width: 100px;&#8221;]<\/p>\n<p>Investing doesn\u2019t have to be complicated. One of the most important things is developing a plan and sticking with it. Our global asset allocation strategy of sets market volatility and provides additional portfolio diversification.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_blurb title=&#8221;Focusing on you.&#8221; image=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/you.png&#8221; icon_placement=&#8221;left&#8221; _builder_version=&#8221;3.20.1&#8243; header_font=&#8221;Poppins|600||on|||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#054f7d&#8221; body_font=&#8221;Poppins|300|||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#515e66&#8243; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;1.4em&#8221; custom_css_blurb_image=&#8221;width: 100px;&#8221;]<\/p>\n<p>We take the time to listen and understand your specific circumstances and goals. One size doesn\u2019t fit all\u2013\u2013you deserve a personalized plan.<\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;FLEXIBILITY IS KEY.&#8221; image=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/flexibility.png&#8221; icon_placement=&#8221;left&#8221; _builder_version=&#8221;3.20.1&#8243; header_font=&#8221;Poppins|600||on|||||&#8221; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#054f7d&#8221; body_font=&#8221;Poppins|300|||||||&#8221; body_text_align=&#8221;left&#8221; body_text_color=&#8221;#515e66&#8243; body_font_size=&#8221;16px&#8221; body_line_height=&#8221;1.4em&#8221; custom_css_blurb_image=&#8221;width: 100px;&#8221;]<\/p>\n<p>What sets Southport Capital apart is our ability to be flexible to your needs. Whether you want to protect assets or build them, we\u2019ll work with you to achieve your long-term goals.<\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; module_id=&#8221;retirement-income-planning&#8221; _builder_version=&#8221;3.22.3&#8243; background_color=&#8221;rgba(12,113,195,0.78)&#8221; background_image=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/retirement-planning.jpg&#8221; background_blend=&#8221;overlay&#8221; custom_padding=&#8221;20vh||20vh&#8221; filter_saturate=&#8221;20%&#8221;][et_pb_row _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;center&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;50px&#8221; header_text_shadow_style=&#8221;preset3&#8243;]<\/p>\n<h1>Retirement Income Planning<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22.3&#8243; custom_padding=&#8221;40px|0px|44px|0px|false|false&#8221;][et_pb_row custom_padding=&#8221;27px|0px|0|0px|false|false&#8221; _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;40px&#8221; header_line_height=&#8221;1.2em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221;]<\/p>\n<h1 style=\"text-align: center;\">Where will your retirement money come from?<\/h1>\n<p style=\"text-align: justify;\">If you\u2019re like most people, qualified-retirement plans, Social Security and personal savings and investments are expected to play a role. Every hard worker\u2019s dream is to have comfortable, stable, and secure retirement years. And now because we will likely live much longer, healthier lives, we can expect to spend more time in retirement than our parents and grandparents did. Once you have estimated the amount of money you may need for retirement, a reliable approach involves taking a close look at your potential retirement-income sources.<\/p>\n<p style=\"text-align: justify;\">\n<p style=\"text-align: justify;\">Retirement Planning is financial planning for the spending years versus the accumulation years. The emphasis you should place on retirement planning does change throughout different life stages, so it\u2019s important to work with a trusted financial professional that will help you map out your long-term goals and adjust your retirement plan if any major life events occur. When you plan your finances and lifestyle choices, it becomes much more likely to achieve that dream of a secure and happy retirement. We can help you build wealth, minimize market losses, protect your principal, and generate retirement income you can\u2019t outlive.<\/p>\n<p style=\"text-align: justify;\">[\/et_pb_text][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;40px&#8221; header_line_height=&#8221;1.2em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221; max_width=&#8221;80%&#8221; module_alignment=&#8221;center&#8221; custom_padding=&#8221;||4vh&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><strong><\/strong><strong>We can help guide you along the path to\u2014and through\u2014retirement. <br \/>No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms.<\/strong><\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22.3&#8243; background_color=&#8221;#044d7c&#8221; custom_padding=&#8221;33px|0px|55px|0px|false|false&#8221;][et_pb_row custom_padding=&#8221;27px|0px|30px|0px|false|false&#8221; _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;||||||||&#8221; header_text_color=&#8221;#ffffff&#8221; header_3_font=&#8221;Poppins|700||on|||||&#8221; header_3_text_color=&#8221;#ffffff&#8221; header_3_font_size=&#8221;38px&#8221; text_orientation=&#8221;center&#8221; custom_padding=&#8221;||2vh&#8221;]<\/p>\n<h1>Life Has Surprises. We Have Solutions.<\/h1>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;#d8bc88&#8243; divider_weight=&#8221;2px&#8221; _builder_version=&#8221;3.20.1&#8243; height=&#8221;0px&#8221;][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row custom_padding=&#8221;0|0px|0|0px|false|false&#8221; _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.25.3&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;||||||||&#8221; header_3_font=&#8221;Poppins|700||on|||||&#8221; header_3_text_color=&#8221;#ffffff&#8221; header_3_font_size=&#8221;38px&#8221; text_orientation=&#8221;center&#8221; max_width=&#8221;48.4%&#8221; module_alignment=&#8221;center&#8221;]<\/p>\n<ul>\n<li style=\"text-align: left;\"><span><\/span><span>Do you know your financial goals? <\/span><\/li>\n<li style=\"text-align: left;\"><span>Are you fiscally prepared for retirement? <\/span><\/li>\n<li style=\"text-align: left;\"><span>Are there benefits or resources you can better utilize in your retirement?<\/span><span><\/span><\/li>\n<\/ul>\n<p><span><\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; module_id=&#8221;401k-ira-tips&#8221; _builder_version=&#8221;3.22.3&#8243; custom_padding=&#8221;0|0px|0|0px|false|false&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; custom_padding=&#8221;0|0px|0|0px|false|false&#8221; make_equal=&#8221;on&#8221; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;100%&#8221; width_tablet=&#8221;100%&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;100%&#8221; max_width_tablet=&#8221;100%&#8221; max_width_last_edited=&#8221;on|desktop&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;6%|5%|6%|5%&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Poppins|300|||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;40px&#8221; header_line_height=&#8221;1.2em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#004e7d&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221; custom_padding=&#8221;||&#8221;]<\/p>\n<h2 style=\"text-align: left;\"><strong><\/strong><strong>AT SOUTHPORT CAPITAL, WE ENSURE<br \/>A TURBULENCE-FREE JOURNEY TO THE<br \/>BEST YEARS OF YOUR LIFE BY:<\/strong><\/h2>\n<p><strong><\/strong><\/p>\n<p>Meeting with you to learn about your retirement<br \/>needs and your lifestyle.<\/p>\n<p>Developing a personalized portfolio analysis based on your retirement income goals.<\/p>\n<p>Implementing a plan to achieve your long-term goals.<\/p>\n<p>Regularly reviewing your financial situation, goals, and income needs.<\/p>\n<p>Adjusting your plan as your retirement needs change.<\/p>\n<p>Monitoring and analyzing financial markets and news to keep you informed.<\/p>\n<p>Providing ongoing retirement planning advice<br \/>and education.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; background_image=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/couple-making-plans.jpg&#8221; custom_padding=&#8221;6%|5%|2%|5%&#8221; custom_padding__hover=&#8221;|||&#8221;][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; module_id=&#8221;401k-ira-tips&#8221; _builder_version=&#8221;3.22.3&#8243; custom_padding=&#8221;0|0px|0|0px|false|false&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; custom_padding=&#8221;0|0px|0|0px|false|false&#8221; make_equal=&#8221;on&#8221; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;100%&#8221; width_tablet=&#8221;100%&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;100%&#8221; max_width_tablet=&#8221;100%&#8221; max_width_last_edited=&#8221;on|desktop&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; background_image=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/financial-meeting.jpg&#8221; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Lato||||||||&#8221; text_text_color=&#8221;#232323&#8243; text_font_size=&#8221;24px&#8221; text_line_height=&#8221;1.4em&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;Lato|700||on|||||&#8221; header_2_text_align=&#8221;center&#8221; header_2_text_color=&#8221;#232323&#8243; header_2_font_size=&#8221;32px&#8221; text_orientation=&#8221;center&#8221;][\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;6%|5%|5%|5%&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;40px&#8221; header_2_font=&#8221;||||||||&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221; custom_padding=&#8221;||2vh&#8221;]<\/p>\n<h1>At Southport Capital, we ensure a smoother journey to the best years of your life by:<\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;40px&#8221; header_2_font=&#8221;||||||||&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221;]<\/p>\n<p>\u2022 Meeting with you to learn about your retirement needs and your lifestyle.<br \/>\u2022 Developing a personalized portfolio analysis based on your retirement income goals.<br \/>\u2022 Implementing a plan to achieve your long term goals.<br \/>\u2022 Regularly reviewing your financial situation, goals, and income needs.<br \/>\u2022 Adjusting your plan as your retirement needs change.<br \/>\u2022 Monitoring and analyzing financial markets and news to keep you informed.<br \/>\u2022 Providing ongoing retirement planning advice and education.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22.3&#8243; background_color=&#8221;#044d7c&#8221; custom_padding=&#8221;52px|0px|55px|0px|false|false&#8221;][et_pb_row custom_padding=&#8221;27px|0px|30px|0px|false|false&#8221; _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;||||||||&#8221; header_text_color=&#8221;#ffffff&#8221; header_3_font=&#8221;Poppins|700||on|||||&#8221; header_3_text_color=&#8221;#ffffff&#8221; header_3_font_size=&#8221;38px&#8221; text_orientation=&#8221;center&#8221; custom_padding=&#8221;||2vh&#8221;]<\/p>\n<h1>A consultation with one of our advisors\u00a0is\u00a0free and non-committal\u00a0<br \/>to see if our services are right for you.<\/h1>\n<p>&nbsp;<\/p>\n<p>In this meeting, we will assess your financial status and listen to\u00a0your\u00a0needs to learn if or how we can best serve you. We understand that every client is unique and the more we can understand your needs, the better job we can do for you.<\/p>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;#d8bc88&#8243; divider_weight=&#8221;2px&#8221; _builder_version=&#8221;3.20.1&#8243; height=&#8221;0px&#8221;][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;20px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;||||||||&#8221; header_3_font=&#8221;Poppins|700||on|||||&#8221; header_3_text_color=&#8221;#ffffff&#8221; header_3_font_size=&#8221;38px&#8221; text_orientation=&#8221;center&#8221; max_width=&#8221;82%&#8221; module_alignment=&#8221;center&#8221;]<\/p>\n<p>With offices located in Tennessee, Georgia, Florida, California, North Carolina, Kentucky, Illinois, Wisconsin, and Montana, we have teams of financial professionals spanning the country able to meet with you in person to review your current concerns, needs, and aspirations.<\/p>\n<p><strong>Contact Us\u00a0to set up your financial consultation today.<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;http:\/\/enteravalon.com\/southport\/contact-us\/&#8221; button_text=&#8221;Contact Us&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;3.25.3&#8243; custom_button=&#8221;on&#8221; button_text_size=&#8221;23px&#8221; button_text_color=&#8221;#044d7c&#8221; button_bg_color=&#8221;#d8bc88&#8243; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;35px&#8221; button_font=&#8221;Open Sans|700|||||||&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; module_id=&#8221;estate-planning&#8221; _builder_version=&#8221;3.22.3&#8243; background_color=&#8221;rgba(12,113,195,0.78)&#8221; background_image=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/estate-planning.jpg&#8221; background_position=&#8221;bottom_center&#8221; background_blend=&#8221;overlay&#8221; custom_padding=&#8221;20vh||20vh&#8221; filter_saturate=&#8221;20%&#8221;][et_pb_row _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;center&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;50px&#8221; header_text_shadow_style=&#8221;preset3&#8243;]<\/p>\n<h1>Estate Planning<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22.3&#8243; background_color=&#8221;#e8eef1&#8243; custom_padding=&#8221;54px|0px|40px|0px|false|false&#8221;][et_pb_row custom_padding=&#8221;27px|0px|67px|0px|false|false&#8221; _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;40px&#8221; header_2_font=&#8221;||||||||&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221;]<\/p>\n<h2>What is Estate Planning?<br \/> <span style=\"font-size: 18px; font-family: 'Open Sans', Helvetica, Arial, Lucida, sans-serif; color: #666666;\"><\/span><\/h2>\n<p>Estate Planning is making a plan in advance and naming whom you want to receive the things you own after you die. However, good estate planning is much more than that. It should also:<\/p>\n<p> \u2022 Include instructions for passing your\u00a0values\u00a0(religion, education, hard work, etc.) in addition to your valuables.<br \/> \u2022 Include instructions for your care if you become disabled before you die.<br \/> \u2022 Name a guardian and an inheritance manager for minor children.<br \/> \u2022 Provide for family members with special needs without disrupting government benefits.<br \/> \u2022 Provide for loved ones who might be irresponsible with money or who may need future protection from creditors or divorce.<br \/> \u2022 Include life insurance to provide for your family at your death, disability income insurance to replace your income if you cannot work due to illness or injury, and long-term care insurance to help pay for your care in case of an extended illness or injury.<br \/> \u2022 Provide for the transfer of your business at your retirement, disability, or death.<br \/> Minimize taxes, court costs, and unnecessary legal fees.<br \/> \u2022 Be an ongoing process, not a one-time event. Your plan should be reviewed and\u00a0updated as your family and financial situations (and laws) change over your lifetime.<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; custom_padding=&#8221;0|0px|0|0px|false|false&#8221; make_equal=&#8221;on&#8221; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; background_color=&#8221;#ffffff&#8221; width=&#8221;100%&#8221; width_tablet=&#8221;100%&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;100%&#8221; max_width_tablet=&#8221;100%&#8221; max_width_last_edited=&#8221;on|desktop&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;6%|5%|6%|5%&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Poppins|300|||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;40px&#8221; header_line_height=&#8221;1.2em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#004e7d&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221; custom_padding=&#8221;||&#8221;]<\/p>\n<h2 style=\"text-align: left;\"><strong><\/strong><strong>The best time to plan your estate is now.<\/strong><\/h2>\n<p><strong><\/strong><\/p>\n<p>None of us really likes to think about our own mortality or the possibility of being unable to make decisions for ourselves. This is exactly why so many families are caught off-guard and unprepared when incapacity or death does strike. At Southport Capital, we work directly with you to put a plan in place in preparation for the unexpected.<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; background_image=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/plan-estate-now.jpg&#8221; custom_padding=&#8221;6%|5%|2%|5%&#8221; custom_padding__hover=&#8221;|||&#8221;][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; custom_padding=&#8221;0|0px|0|0px|false|false&#8221; make_equal=&#8221;on&#8221; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; background_color=&#8221;#ffffff&#8221; width=&#8221;100%&#8221; width_tablet=&#8221;100%&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;100%&#8221; max_width_tablet=&#8221;100%&#8221; max_width_last_edited=&#8221;on|desktop&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; background_image=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/estate-planning-everyone.jpg&#8221; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Lato||||||||&#8221; text_text_color=&#8221;#232323&#8243; text_font_size=&#8221;24px&#8221; text_line_height=&#8221;1.4em&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;Lato|700||on|||||&#8221; header_2_text_align=&#8221;center&#8221; header_2_text_color=&#8221;#232323&#8243; header_2_font_size=&#8221;32px&#8221; text_orientation=&#8221;center&#8221;][\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;6%|5%|5%|5%&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Poppins|300|||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;40px&#8221; header_line_height=&#8221;1.2em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#004e7d&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221; custom_padding=&#8221;||&#8221;]<\/p>\n<h2 style=\"text-align: left;\"><strong><\/strong><strong>Estate planning is for everyone.<\/strong><\/h2>\n<p><strong><\/strong><\/p>\n<p>It is not just for \u201cretired\u201d people, although people do tend to think about it more as they get older. Unfortunately, we can\u2019t successfully predict how long we will live, and illness and accidents happen to people of all ages.<\/p>\n<p>Estate planning is not just for \u201cthe wealthy,\u201d either, although people who have built some wealth do often think more about how to preserve it. Good estate planning often means more to families with modest assets, because they can afford to lose the least.<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row custom_padding=&#8221;60px|0px|0|0px|false|false&#8221; _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;40px&#8221; header_line_height=&#8221;1.2em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221;]<\/p>\n<h1 style=\"text-align: center;\">Planning your estate will help you organize your records and correct titles and beneficiary designations.<\/h1>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>Would your family know where to find your financial records, titles, and insurance policies if something happened to you? Planning your estate now will help you organize your records, locate titles and beneficiary designations, and find and correct errors.<\/p>\n<p>Most people don\u2019t give much thought to the wording they put on titles and beneficiary designations. You may have good intentions, but an innocent error can create all kinds of problems for your family at your disability and\/or death. Beneficiary designations are often out-of-date or otherwise invalid. Naming the wrong beneficiary on your tax-deferred plan can lead to devastating tax consequences. It is much better for you to take the time to do this correctly now than for your family to pay an attorney to try to fix things later.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_button button_url=&#8221;http:\/\/enteravalon.com\/southport\/contact-us\/&#8221; button_text=&#8221;Contact an Advisor&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;3.25.3&#8243; custom_button=&#8221;on&#8221; button_text_size=&#8221;23px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#044d7c&#8221; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;35px&#8221; button_font=&#8221;Open Sans|700|||||||&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; module_id=&#8221;legacy-planning&#8221; _builder_version=&#8221;3.22.3&#8243; background_color=&#8221;rgba(12,113,195,0.78)&#8221; background_image=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/legacy-planning.jpg&#8221; background_blend=&#8221;overlay&#8221; custom_padding=&#8221;20vh||20vh&#8221; filter_saturate=&#8221;20%&#8221;][et_pb_row _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;center&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;50px&#8221; header_text_shadow_style=&#8221;preset3&#8243;]<\/p>\n<h1>Legacy Planning<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22.3&#8243; background_color=&#8221;#e7e8ec&#8221; custom_padding=&#8221;54px|0px|75px|0px|false|false&#8221;][et_pb_row custom_padding=&#8221;27px|0px|67px|0px|false|false&#8221; _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;40px&#8221; header_2_font=&#8221;||||||||&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221;]<\/p>\n<h2>What Is Legacy Planning?<br \/> <span style=\"font-size: 18px; font-family: 'Open Sans', Helvetica, Arial, Lucida, sans-serif; color: #666666;\"><\/span><\/h2>\n<p>Legacy planning is a financial strategy that prepares a person to bequeath his or her assets to a loved one or next of kin after death.\u00a0As with estate planning, the typical legacy planning strategy centers around planning the transfer of wealth and assets from you to your heirs. Depending on the size of your estate, this plan may be very simple or very complex.<\/p>\n<p>Some also ascribe more abstract elements to legacy planning. This might include discussing the values you\u2019d like to impart on your heirs, or crafting a family narrative that encompasses more than simply real estate or cash assets. It might also place a heavy emphasis on charitable giving.<\/p>\n<p>Ultimately, though, there are no hard and fast requirements that clearly distinguish the process as legacy planning rather than estate planning. The process entails anything and everything that ensures you\u2019re happy with the legacy you leave behind.<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; custom_padding=&#8221;0|0px|0|0px|false|false&#8221; make_equal=&#8221;on&#8221; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; background_color=&#8221;#ffffff&#8221; width=&#8221;100%&#8221; width_tablet=&#8221;100%&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;100%&#8221; max_width_tablet=&#8221;100%&#8221; max_width_last_edited=&#8221;on|desktop&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;6%|5%|6%|5%&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Poppins|300|||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;40px&#8221; header_line_height=&#8221;1.2em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#004e7d&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221; custom_padding=&#8221;||&#8221;]<\/p>\n<h2 style=\"text-align: left;\"><strong><\/strong><strong>Comfortable Life &amp; Legacy<br \/><\/strong><\/h2>\n<p><strong><\/strong><\/p>\n<p>Southport Capital provides advice on how best to prepare your legacy and assist with any questions or special requests that you might have. We aim to guide you towards reaching a level of financial security that will both give you a comfortable life and allow you to leave wealth as a part of your legacy.<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; background_image=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/family-meeting-advisor.jpg&#8221; custom_padding=&#8221;6%|5%|2%|5%&#8221; custom_padding__hover=&#8221;|||&#8221;][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; custom_padding=&#8221;0|0px|0|0px|false|false&#8221; make_equal=&#8221;on&#8221; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; background_color=&#8221;#ffffff&#8221; width=&#8221;100%&#8221; width_tablet=&#8221;100%&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;100%&#8221; max_width_tablet=&#8221;100%&#8221; max_width_last_edited=&#8221;on|desktop&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; background_image=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/man-on-phone.jpg&#8221; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Lato||||||||&#8221; text_text_color=&#8221;#232323&#8243; text_font_size=&#8221;24px&#8221; text_line_height=&#8221;1.4em&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;Lato|700||on|||||&#8221; header_2_text_align=&#8221;center&#8221; header_2_text_color=&#8221;#232323&#8243; header_2_font_size=&#8221;32px&#8221; text_orientation=&#8221;center&#8221;][\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;6%|5%|5%|5%&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Poppins|300|||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;40px&#8221; header_line_height=&#8221;1.2em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_text_color=&#8221;#004e7d&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221; custom_padding=&#8221;||&#8221;]<\/p>\n<h2 style=\"text-align: left;\"><strong><\/strong><strong>Proactive Communication<br \/><\/strong><\/h2>\n<p><strong><\/strong><\/p>\n<p>After mapping out a plan of financial security our clients are comfortable with we aim to ensure that your affairs are managed and continue to prosper after they&#8217;ve been passed on. With proactive communication, we help eliminate any confusion while discussing the management of your estate. This allows you to communicate any preferences or wishes you have in how it should be managed or what should become of it.<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row custom_padding=&#8221;60px|0px|0|0px|false|false&#8221; _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;40px&#8221; header_line_height=&#8221;1.2em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221;]<\/p>\n<h1 style=\"text-align: center;\">Questions?<\/h1>\n<p style=\"text-align: center;\">Have questions about legacy planning or want to know more? <br \/>Check out one of our workshops or contact one of our advisors close to you<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; custom_padding=&#8221;62px|0px|27px|0px|false|false&#8221; _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_button button_url=&#8221;http:\/\/enteravalon.com\/southport\/workshops\/&#8221; button_text=&#8221;View Workshops&#8221; button_alignment=&#8221;right&#8221; _builder_version=&#8221;3.25.3&#8243; custom_button=&#8221;on&#8221; button_text_size=&#8221;23px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#044d7c&#8221; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;35px&#8221; button_font=&#8221;Open Sans|700|||||||&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_button button_url=&#8221;http:\/\/enteravalon.com\/southport\/contact-us\/&#8221; button_text=&#8221;Contact an Advisor&#8221; button_alignment=&#8221;left&#8221; _builder_version=&#8221;3.25.3&#8243; custom_button=&#8221;on&#8221; button_text_size=&#8221;23px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#044d7c&#8221; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;35px&#8221; button_font=&#8221;Open Sans|700|||||||&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; module_id=&#8221;uma&#8221; _builder_version=&#8221;3.22.3&#8243; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;0|0px|0|0px|false|false&#8221;][et_pb_row _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;40px&#8221; header_line_height=&#8221;1.2em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221;]<\/p>\n<h1 style=\"text-align: center;\">Unified Managed Account<\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.5em&#8221;]<\/p>\n<p style=\"text-align: left;\"><strong>Selection of Other Managers<\/strong><br \/> Selection of Other Managers In addition to the services identified above, Southport Capital may select the third party investment advisors either through a wrap or unified managed account (UMA) program (collectively referred to as \u201cprograms\u201d) to manage either a portion or all of the client\u2019s account. When a client\u2019s assets are allocated to the third-party investment advisors through these programs, the clients will pay a combined fee (referred to as a \u201cwrap fee\u201d) based upon a percentage of the market value of the account, which generally covers all services for:<\/p>\n<p>\u2022 Selection of program<br \/> \u2022 The investment advisers\u2019 fee to manage the client\u2019s portfolio on a fully discretionary basis<br \/> \u2022 Brokerage commissions and, in some instances, dealer mark-ups or mark-downs for the execution of trades by the designated broker<br \/> \u2022 Acting as custodian for the assets in the client\u2019s portfolio which also includes providing the client with trade confirmations and monthly statements<br \/> \u2022 Periodic evaluation and comparison of account performance<br \/> \u2022 Continuing consultations on investment objectives<\/p>\n<p>For the clients in these programs, the third-party investment advisor will generally be responsible for executing all securities transactions for the client\u2019s account. If Southport Capital is responsible for trading the client\u2019s account, refer to the Brokerage Practices section for more information on how Southport Capital achieves best execution and aggregates trades.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; module_id=&#8221;financial-planning&#8221; _builder_version=&#8221;3.22.3&#8243; background_color=&#8221;rgba(12,113,195,0.78)&#8221; background_image=&#8221;http:\/\/enteravalon.com\/southport\/wp-content\/uploads\/2019\/06\/financial-planning.jpg&#8221; background_blend=&#8221;overlay&#8221; custom_padding=&#8221;20vh||20vh&#8221; filter_saturate=&#8221;20%&#8221;][et_pb_row _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;center&#8221; header_text_color=&#8221;#ffffff&#8221; header_font_size=&#8221;50px&#8221; header_text_shadow_style=&#8221;preset3&#8243;] Financial Planning [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22.3&#8243; custom_padding=&#8221;40px|0px|0|0px|false|false&#8221;][et_pb_row custom_padding=&#8221;27px|0px|0|0px|false|false&#8221; _builder_version=&#8221;3.25&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.20.1&#8243; text_font=&#8221;Open Sans||||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.6em&#8221; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;40px&#8221; header_line_height=&#8221;1.2em&#8221; header_2_font=&#8221;||||||||&#8221; header_2_line_height=&#8221;1.3em&#8221; header_3_font=&#8221;Poppins||||||||&#8221; header_3_text_color=&#8221;#2e2e2e&#8221; header_3_font_size=&#8221;40px&#8221;] As the world evolves, the financial challenges that you are [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","footnotes":""},"class_list":["post-614","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"http:\/\/enteravalon.com\/southport\/wp-json\/wp\/v2\/pages\/614","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/enteravalon.com\/southport\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"http:\/\/enteravalon.com\/southport\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"http:\/\/enteravalon.com\/southport\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"http:\/\/enteravalon.com\/southport\/wp-json\/wp\/v2\/comments?post=614"}],"version-history":[{"count":4,"href":"http:\/\/enteravalon.com\/southport\/wp-json\/wp\/v2\/pages\/614\/revisions"}],"predecessor-version":[{"id":1165,"href":"http:\/\/enteravalon.com\/southport\/wp-json\/wp\/v2\/pages\/614\/revisions\/1165"}],"wp:attachment":[{"href":"http:\/\/enteravalon.com\/southport\/wp-json\/wp\/v2\/media?parent=614"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}