WELCOME

Southern Financial Services is an established company in business since June of 1978 offering Estate and Financial Planning services to our clients. The company was founded in Texas and relocated to Asheville, NC in 1991. We specialize in the use of Trusts and other Estate Planning techniques to reduce expenses to your estate during your lifetime and after death. We do not handle investments or securities. We specialize in Estate, Tax, Self-Directed Real Estate IRA’s, and Financial Planning.

Southern Financial Services and its subsidiary, 1031 Exchange Services, have been named as the Asheville Area Chamber of Commerce Small Business of the month for August 2004. This prestigious award was presented to James W. "Bill" Bailey, Jr., the president of both companies, at the monthly Chamber of Commerce board meeting July 29, 2004. We offer our sincere thanks and gratitude to our employees and our valued clients that have allowed us to serve them for the last 26 years. We look forward to the continued growth and development of both companies as we serve our clients in the years to come.

The home office for Southern Financial Services is located at 56 Central Avenue, Suite 201, Asheville, North Carolina 28801. This office services our clients in North Carolina, South Carolina, Georgia, Florida, Tennessee, Virginia and Texas.

Southern Financial Services is licensed (with the North Carolina Department of Insurance), insured and bonded.

OUR GOAL

Our goal is to ensure utmost security and peace of mind for our clients in knowing that their estate plan will be carried out in the manner in which they intended with the lowest possible estate settlement cost.

PRINCIPALS

J.W. "Bill" Bailey, Jr. , CFP, CES®, is the president of Southern Financial Services. He is a native of Asheville, NC and attended the University of Colorado, American College and College of Financial Planning, as well as serving in the United States Air Force. He is a certified Financial Planner, Charter Life Underwriter, Chartered Financial Consultant and Cerified Exchange Specialist®. He has been in the Estate and Tax Planning fields for 35 years.

Terry Price is a Certified Estate Planner and Certified Exchange Specialist®. He graduated from the University of North Carolina at Asheville with a degree in Business Administration. Prior to joining Southern Financial Services his background has been in the Insurance, Estate, Tax and Financial Planning Industry. He has over 17 years experience in the Financial, Tax and Estate Planning field.

Ray Helsley is a Certified Estate Planner. He graduated from the University of Tennessee at Knoxville with a degree in Business Administration. Prior to joining Southern Financial Services his background has been in the Insurance, Estate and Financial Planning Industry. He has over 12 years experience in the Financial and Estate Planning field.

Keith R. Henry is the Staff Attorney. He received his graduate degree from the University of North Carolina at Asheville in 1985 and his law degree from Valpariso University in 1988. Keith has been on staff with Southern Financial Services since 1993.