Southern Financial Services' subsidiary, 1031 Exchange Services, LLC, offers a complete line of qualified intermediary services that range from being a safe-harbor for the exchange of funds to complete reporting of the exchange to the Internal Revenue Service. We can tailor a tax-deferred exchange to meet special needs for anywhere in the United States.
Estate & Tax Planning
Self-Directed IRAs
Estate Settlement Services
Full Service Bookkeeping
Wills
Durable Power of Attorney
Health Care Power of Attorney
Living Trust
Insurance Trust
Children's Trust
Special Needs Trust
Charitable Remainder Trust
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.
Southern Financial Services
56 Central Avenue
Suite 201
Asheville, NC 28801
Toll free: 1-800-742-8167
Local: 828-251-5896
© 2009 Southern Financial Services of North Carolina Inc All rights reserved
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