

Southern Financial Services Insurance Division is committed to providing security and peace of mind by using various insurance products to cover risk exposure, provide secured means of continuation of income, or to help offset future charges to an estate. Our teams of professional advisors are here to recommend strategies that are tailored to your individual or business needs.

The Internal Revenue Service allows you to invest Self-Directed IRA funds into real estate and other non-traditional investments. Self-direction gives you the power to place retirement funds into tangible investments that YOU control. We do not offer securities or other Exchange traded investments for sale.

Southern Financial Services specializes in the use of Trusts and other Estate Planning techniques to accomplish this goal both during clients' lifetime and after death.

Southern Financial Services offers assistance in a variety of areas to help clients create and preserve their net worth. The company is large enough to offer knowledgeable, accurate, and a full-range of services yet small enough to provide individualized and personal attention. Look us over and call us with your questions. You will be pleased when you do.
For more than three decades, Southern Financial Services of North Carolina, Inc. has specialized in Estate, Tax & Financial Planning, Self-Directed Real Estate IRA's, as well as insurance and bookkeeping services.