Welcome to Partners South

Fort Lauderdale, Florida

Principal Offices

Richmond, Virginia

Salt Lake City, Utah

San Diego, California

Feel the Freedom of a Secure Future

Making money is easy. Keeping it is hard. And building and securing your wealth for the future is perhaps the hardest of all. That’s why you need Partners South insurance and Estate planning by your side – to experience the freedom that comes with knowing your financial future is secure.

Partners South Insurance and Estate Planning is one of the country’s premier firms specializing in Asset and Wealth protection. We help our clients build and protect their financial resources so they can easily and expertly navigate through what awaits just beyond the horizon.

The plans Partners South work with are different in many ways from a number of traditional approaches, first and foremost that we only work with guaranteed products. We only want to work with the money you want back; in other words the money you never want to lose.

When working with professionals and business owners it is extremely important to plan for financial strength to weather the ups and downs in the economy. We help our clients find the right tack to guide them safely through any fiscal storm.

Partners South welcomes the opportunity to work with you in conjunction with your tax and legal advisors to make sure the plans we show you conform to the objectives you have in mind.