Build wealth with a financial planner serving Alabama’s business and athletic communities.
With expertise in comprehensive financial planning for Alabama’s athletes, young professionals, business owners, and veterans, we craft financial futures that mirror your achievements.
✓ Optimized wealth accumulation
✓ Comprehensive financial preparedness
✓ Greater financial confidence
Are you making optimal financial decisions?
Planning out your financial future can be time-consuming and stressful, but making great money decisions doesn’t have to be hard.
With the financial planning assistance of Southern Wealth Builders, you can be free to reach your professional and life goals.
Get the financial planning help you deserve.
I’m Jessica McDonald, CFP®, SE-AWMA®, and I help career-focused people like you build their financial futures.
With financial planning expertise, particularly for sports and entertainment professionals, I’ve made it my mission to help as many people as possible break through their financial barriers so they can single-mindedly focus on achieving their personal and career objectives.
And I’m confident that I can do the same for you.
We help people just like you.
What our clients can expect from us.
Take control of your financial future.
With a plan tailored to your individual needs and goals, you gain a sense of ownership and peace. Your financial journey aligns with your life's objectives, providing a clear path towards your dreams.
Adapt to life's changes.
Our regular reviews ensure your financial plan remains relevant as your life evolves. You'll feel reassured and prepared, secure in the knowledge that your financial strategies are as dynamic as your life journey.
Navigate market volatility with confidence.
By spreading your investments across various assets, you reduce risk and increase potential returns. You'll feel secure and poised, with a balanced approach that safeguards you from market unpredictability.
Let’s make a blueprint for greater wealth.
Step 1:
Free Consultation
Book your free session to discuss your financial concerns and get clarity on how to improve your financial life.
Step 2:
Financial Plan
We’ll customize a financial plan built especially for you that will take the guesswork out of achieving your financial goals.
Step 3:
Build Greater Wealth
Now that we’ve optimized your financial life, you can focus on doing what you do best and continue building greater wealth.
Personal Financial Planning Services
How we build better financial futures.
Personalized Financial Planning
With a plan tailored to your individual needs and goals, you gain a sense of ownership and peace. Your financial journey aligns with your life's objectives, providing a clear path towards your dreams.
Regular Progress Reviews
Our regular reviews ensure your financial plan remains relevant as your life evolves. You'll feel reassured and prepared, secure in the knowledge that your financial strategies are as dynamic as your life journey.
Investment Portfolio Diversification
By spreading your investments across various assets, you reduce risk and increase potential returns. You'll feel secure and poised, with a balanced approach that safeguards you from market unpredictability.
Retirement Planning
Planning for your post-retirement lifestyle ensures comfort and financial stability. Look forward to your retirement with excitement and peace, knowing you're well-prepared to enjoy it.
Tax Optimization Strategies
With strategies to minimize tax liability, you keep more of your earnings. Enjoy the satisfaction and efficiency of knowing you're making the most of your resources.
Risk Management
Protect your wealth from unforeseen circumstances with our risk management services. Feel secure and stable, knowing you have a safety net for life's unexpected turns.
Education and Asset Allocation
Understanding where your money is invested empowers you to make informed decisions. Gain confidence in your financial journey, knowing each step brings you closer to your goals.
Cash Flow Management
A clear picture of your income and expenses gives you better control. With this understanding, you can make confident decisions, steering your financial journey with assurance.
Employer Retirement Planning Services
How we design a better retirement future for your team.
Investment Oversight and Recommendations
We offer expert investment analysis and recommendations, ensuring your plan consistently delivers value and performance for your employees.
Participant Education
We offer tailored educational resources to help your employees understand their benefits and make informed retirement planning decisions.
Investment Policy Statement Creation
We provide guidance for selecting and monitoring plan investments, aligning them with your plan's overall objectives
Fee Analysis
We help you keep costs down with comprehensive fee analysis, ensuring your plan participants are getting the most out of your contributions.
Vendor Searches & Analysis
We find and compare different service providers, helping you identify the best fit for your plan's unique needs.
I know what you’re thinking…
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While it's true that individuals can manage their own finances, the expertise and strategic insight a certified financial planner brings can help optimize wealth and navigate complex financial situations.
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As a fee-only planner, my fees are transparent and upfront. When you consider the potential increase in wealth, reduced tax liability, and peace of mind offered, the value often outweighs the cost.
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Financial planning is for everyone. No matter your income level, planning for your financial future is crucial. A financial planner can help create a roadmap for achieving financial goals.
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As an independent financial planner, I'm not tied to any product or company, ensuring unbiased advice focused on your best interests and needs.
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Financial planning is a continuous process that evolves with life changes. A financial planner can provide ongoing advice and adjustments to keep you on track towards your goals.
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It's never too early to start planning for your financial future. The sooner you start, the more time you have to grow your wealth and adjust your plan as needed.
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While it's true that returns can't be guaranteed, a financial planner uses their knowledge and expertise to optimize your investment strategy, helping you mitigate risk and maximize potential returns.
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Regardless of the complexity of your finances, a financial planner can provide value. They can help identify opportunities you might miss and ensure you're on the right path to achieve your financial goals.
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A financial planner doesn't control your money, but provides guidance and recommendations. The final decision is always in your hands.
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Financial planners can offer flexible meetings to fit your schedule, and with digital technology, remote consultations are easier than ever. Spending time on your financial future now can save you time and stress in the future.
Starting today couldn’t be simpler.
And all it takes is one phone call to find out how we can help you…
✓ manage your finances,
✓ build a plan for greater wealth, and
✓ reduce your financial stress.