Southern Heritage Investments

Southern Heritage Investments Comprehensive Wealth Financial Planning, Retirement Planning, College Solutions, and Insurance Member FINRA/SIPC. finra.org sipc.org.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of

the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/05/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Even if you’re young and single, you should still consider protecting yourself with insurance.
06/03/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

06/01/2026

An ILIT could play a role in your estate strategy.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
05/29/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Here are eight mistakes to avoid when.
05/27/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

Tax time can be a good time to give your household budget a checkup.
05/25/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Terrible or wonderful; Could a variable annuity be right for you?
05/22/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
05/20/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the h...
05/18/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

With increasing wealth comes unique financial challenges.
05/15/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Address

71 New Bushy Br Road, Suite 100
Manchester, TN
37355

Opening Hours

Monday 8:30am - 12pm
1pm - 4pm
Tuesday 8:30am - 12pm
1pm - 4pm
Wednesday 8:30am - 12pm
1pm - 4pm
Thursday 8:30am - 12pm
1pm - 4pm
Friday 8:30am - 12pm
1pm - 4pm

Telephone

+19317233344

Website

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