Southland Wealth Strategies LLC

Your Vision. Our Mission.






At Southland Wealth Strategies, LLC, we sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons we created this firm back in 2011. After 4 years working for someone else, we wanted the opportunity to control our own destiny, and to do what we thought was in the best interest of our clients

You can take comfort in the fact that we have been a part of this community for 10 years, and therefore have a vested interest in seeing our friends and neighbors succeed. In fact, we probably have many of the same hopes and aspirations as you, and will be happy to share all the resources and information our firm has to offer

Depending on your needs, we can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about our qualifications, you may find it reassuring to know that my team and I have a combined 37 years of experience in the insurance and financial services industry.

Our Expertise






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Financial Planning
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Investment Strategies
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Accumulation Planning
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Estate Planning
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Life Insurance
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Retirement Planning
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Life Insurance
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Long Term Care Insurance
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Disability Insurance
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Child Gifting/ College Saving
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Tax Reduction Strategies
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Coordination with other Professionals
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Buy/Sell Agreements
Key Employee Coverage

Educational Resources






6 Questions to ask a financial professional

Finding the right financial professional can feel daunting. Whether you find a potential financial professional via a referral, or your own research...

Should you combine your finances after getting married

Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples...

Preparing for retirement over the decades

What does it really mean to be ready for retirement? Whether retirement is decades away, or just around the corner...

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