asset management
Managing your assets diversely is key to securing your financial future. We focus on implementing strategies that ensure your portfolio is well-balanced, minimizing risk and maximizing opportunities for sustained growth.
Our mission is to provide you with financial strategies that may create financial clarity and improve your quality of life. Making a strong commitment to families nearing or already enjoying retirement and building a lifelong relationship with them are tenets of our success.
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It all starts with a financial discovery with you. After that, we help analyze your personal financial situation — income, expenses, liquidity needs, and retirement goals — and then help you create a retirement income plan that is unique to your situation.
PORTFOLIO ANALYSIS REVIEW
We’ll help you evaluate whether your investments are in line with your goals and risk tolerance with the Portfolio Analysis Review.
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NEW GENERATION RETIREMENT
New Generation Retirement®, a five-step retirement system, helps you feel comfortable that you’ve thought through your strategy regarding asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.
CONTACT
US
At our firm we are dedicated to your future. Take the first step in preparing for tomorrow by contacting us today.
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get started.
THIS FORM IS SPECIFICALLY FOR ASSET MANAGEMENT SERVICES. IF YOU'RE LOOKING FOR OTHER SERVICES, PLEASE CLICK HERE TO FILL OUT OUR STANDARD SERVICES FORM.
Kenneth Thomas offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Southern Capital Solutions LLC is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Kenneth Thomas, independent agent. Southern Capital Solutions LLC, Kenneth Thomas and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Kenneth Thomas, and our editorial staff. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) Kenneth Thomas, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.