WHAT WE DO > Estate Planning

Now more than ever, it is important to take another look at your Estate Plan. Current economic conditions are unsettling, estate and tax laws have changed and there are many "professionals" vying for your trust. It costs you nothing to have us review your current situation, but preparing for your financial future is priceless.
William A. Shumate and Andrew Moore are 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. William A. Shumate is registered in AL, GA, LA, MS, NC, SC, and VA. Andrew Moore is registered in AL, FL, GA, MS, NC, SC, and VA.