HOW WE WORK

Our team has a broad basis of knowledge in estate planning, asset management and business exit strategies to provide you with the most current advice and options that are tailored to your individual needs and requests. We will partner with your trusted advisors, including an attorney or CPA, or we can consult individuals with whom we have our own longstanding relationships for specific information and expertise, if necessary.


Our approach is unique in that we do not offer a pre-determined, one-size-fits-all solution. Also, because we are an independent firm, we have the ability to compare all available options for the best fit, versus having to be "brand loyal" to a parent company. This position gives us the unique ability to leverage our years of knowledge and experience to create solutions that are right for each individual client.
William A. Shumate is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC, 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771. Advisory services offered through Kovack Advisors, Inc. Southmark Consulting, LLC is not affiliated with Kovack Securities, Inc. / Kovack Advisors, Inc.