WHAT WE DO > Investment Planning

Most people understandably do not want or expect their lifestyles to change after they retire. It is important to consider whether your current investment portfolio will be able to support your retirement needs and whether your investments are allocated to match your risk tolerance. It is also important to think about things you may currently be unfamiliar with, such as�investment overlap, style drift, allocation not rebalanced and income tax efficiency.
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.