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Southern Advisors Inc.

584819fb7f859e9512000013

(770) 999-1997

265 Parkway 575
Woodstock, GA 30188
34.088391 -84.531245

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About Southern Advisors Inc.

Cherokee and Cobb County's source for lifetime tax free income and protection

We at Southern Advisors Inc. desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally.

We provide frequent, consistent contact with our clients to educate and inform them so that proper decisions can be made going forth. We engage with our clients on a regular basis as a result of the numerous social events we host during the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.

Call us today and learn how to retire with No Taxes.

TEAM MEMBERS:

Bob Grimard
Chief Executive Officer

 (404) 991-0714
 bob@southernadvisorsinc.com
Bob has worked together with his wife Dawn for over 15 years with the primary focus to educate and empower clients.  He does this with great passion and honesty.  Bob's work ethic is second to none. His clients will attest, with Bob, it's personal. 

When Bob is not working he loves to surround himself with family as well as his pug dog, Ellie.  Bob enjoys fishing and golfing in his free time.

In these uncertain times it has become imperative to protect your estate and secure your retirement. Bob's mantra is "I work for you."

With our help, clients can make better, more educated, decisions to achieve their financial goals.

_____________________________________________________________
 
Kevin Fuqua
President

 (404) 379-0268
 kevin@southernadvisorsinc.com
Our government has a plan for you, and for your business as an owner. Do you believe their plan is in your best interest? Kevin Fuqua will show you how to build your business and reduce your Business tax base.

The entire financial industry is constantly changing and new rules and regulations are being implemented all the time. Now more than ever, it is important to protect your company, business, and insulate your assets. ROI for Kevin means Reliability of Income as well as the traditional Return on Investment.

Protecting your business and financial future doesn’t happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, Kevin Fuqua can help. Kevin understands the complex financial issues business owners face and the ways in which these issues might affect your future and the future of your business.

After years of experience in the retirement planning industry, Kevin can show you how to leverage money to protect yourself, your company, your partners, and your family. The quality of life we all love today should be just as rewarding after retirement, without risk, and with a guarantee at the level that is comfortable for you.

Kevin’s team specializes in Executive Compensation, Deferred Compensation Plans, Key Person Protection, Estate and Legacy Planning. Kevin ensures that he and his team work within the confines of each client’s unique situation to tailor practical and simple solutions for business owners.  

Your future is too important to put aside for later. Kevin uncovers the facts that are necessary in order for you to make sound decisions for you and your company!

____________________________________________________________ 

Shawn Davenport
Director of Retirement Planning

 (770) 773-6671
 shawn@southernadvisorsinc.com
Shawn’s career in the financial services industry has spanned over 24 years. During that time, he has helped individuals in the areas of Financial Management, Retirement Planning and Estate Maximization. In addition, Shawn has trained hundreds of advisors all across the country on how to provide the best Safe Money Solutions for their clients.

Shawn has been a national seminar speaker where he has spoken in front of thousands of people on the options they have available when facing retirement. He is well versed on how to manage taxation on retirement income as he has studied under Ed Slott, a CPA recognized as the “Nations CPA” by the Wall Street Journal and considered to be one of the foremost experts on Qualified Accounts.

Shawn’s goals for each one of you are :

Protecting your hard earned assets from volatility
Obtaining an income that you can never outlive
Understanding how to have tax-free growth and access
Managing taxation on your retirement income
Maximizing the value of your estate
Shawn has a Bachelor’s degree in Business Management with a concentration in Finance from NC State University.  He is also a member of the National Society of Financial Educators.

_____________________________________________________________

Dawn Grimard
Executive Administration

 (770) 999-1997
 dawn@southernadvisorsinc.com
Dawn is a customer service force.  She has strong leadership skill and is extremely committed.  Her passion for educating people is shared with her husband, Bob Grimard.  "The more information and education that a client has the better decisions they make for themselves."  

 Once the work day is done, she directs her passion to her fine art paintings and of course her family.

_____________________________________________________________


Pam Yagoda
Retirement Specialist

 (678) 634-2378
 pam@southernadvisorsinc.com
Pam Yagoda, a frequent guest on the Dana Barrett Show on BIZ1190AM, joined the Southern Advisors team in 2014.  She was the Operations Director for Luxottica and other corporate businesses for over 38 years.  Her background of business acumen resonates with financial strategies that improve lives and sustain the goal of never outliving your retirement assets. As an emerging senior, she also understands the peril of a retirement account that needs adjusting after the paycheck ends.  We all used a financial planner during our career years, and now it is time to add a Retirement Specialist.  Pam provides her clients with fact filled information so that they can make the best decisions for those golden years ahead.  Your money is in jeopardy because rules, regulations, and taxes can change rapidly without your knowledge.  She gives her clients the ability to relax and enjoy their retirement, knowing that they are financially secure with proper strategy without the risk.

Her desire is to educate people on all aspects of retirement planning. We have been taught all of our lives to save for retirement and to accumulate wealth, but no one has taught us how to properly use that wealth to live in retirement.  It’s not just about HAVING retirement savings, it’s about having the peace of mind that your retirement savings will last for your entire lifetime, allow you to maintain the lifestyle that you desire, leave a legacy to those you love and cover unexpected expenses like the cost of long term care.  Pam can provide a roadmap that will lead to your ideal retirement by maximizing wealth, insulating you from the threat of higher taxes and safeguarding future retirement income. Her clients are made as tax efficient as possible by implementing an array of tax-free strategies, thus guaranteeing tax free streams of income and avoiding the devastating effects of taxation on Social Security.

Pam has studied under nationally recognized experts in the area of wealth strategy, estate planning, and tax-free retirement.  She is a native of West Tennessee, where she studied at Jackson State for a Business and Business Management degree.   She works with business owners to develop executive compensation plans, non-qualified accounts for employees, key persons, and buy/sell agreements.  Her business background coupled with tax-free strategies for today’s seniors is a perfect match for building and preserving wealth.

 ____________________________________________________________


Amanda Fuqua
Medicare Specialist

 (770) 999-1997
 amanda@southernadvisorsinc.com
Amanda Fuqua is our Medicare Specialist. She grew up in Blairsville, GA and moved to the Atlanta area in 2002. Shortly after she met her husband Kevin Fuqua. They were married in 2004.  They currently reside in Canton, GA with their 4 children Aaron, Michaela, Kaylie, and Michael.

After graduating high school she went into the home health industry, where she cared for senior citizens. This experience gave her a deeper understanding of their healthcare needs. Loving what she did and caring so much for her patients, she decided to apply that unique expertise to help them with their insurance necessities.  Her insurance career began in 2006 when the government made all of the changes to the Medicare industry. She saw that it was so confusing to seniors, and she wanted to make it easier for them to understand and get the most from their coverage.

She loves helping people and always looks out for the best interest of her clients, even assisting with billing concerns.  She is up to date on all of her certifications and always finds what best fits the needs of the client.

_____________________________________________________________

Emory Hyrne
Event Coordinator

 (336) 682-1362
 emory@southernadvisorsinc.com
Emory grew up in a small town in North Carolina. In 2006 she attended Trinity Baptist College in Jacksonville, Florida and received a Bachelor of Arts degree specializing in women's ministries. Afterward, Emory worked as an Executive Assistant at Trinity Christian Academy, the largest private school in Northeast Florida. Later, Emory and her husband moved to Georgia where they began working with the Student Ministry at Calvary Baptist Church in Ball Ground, GA.

She continues to be an integral part of this growing ministry serving in a variety of aspects, namely as a small group leader to her high school girls and keeping her husband in check. Emory gladly serves the Southern Advisors family in planning, advertising, and facilitating all the client events as well as assisting in website and CRM development. Her place with Southern Advisors is a growing one. The SAI team is concerned with ensuring clients get the best results with the personal touch; Emory's desire is to accomplish that goal.

Upcoming Events

Taxes in Retirement
Learn how to be tax-efficient in your retirement at this free workshop! 
June 20, 2017 
10:00a - 12:30p

2017 Changes to Social Security
Thursday, June 29, 2017 Offered at two times: 10:30 am or 4:30 pm 
June 29, 2017

Women's Financial Book Club
Are you ready to do what it takes to experience the power of zero? Why is the 0% tax bracket so powerful? Because if tax rates double, two times zero is still zero! 
August 15, 2017 
6:30p - 8:00p

 
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  • Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We work closely with clients to help them achieve their goals.
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