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8318 Pineville Mathews Rd.
Ste. 280-E
 Charlotte, NC 28226
  • Phone:
    704-405-9940
  • Fax:
    704-405-9946
  • E-mail address: sfrattini@parksouthgroup.com
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    • Ameritas Investment Company, LLC
    • Ameritas Advisory Services, LLC

40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Newsletters

  • Versatile 529 Plans Can Help with More than Just College

    529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle.

  • Life Insurance in Retirement

    Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.

  • Life Insurance Might Help During Turbulent Economic Times

    During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.

  • Is Tip Fatigue Wearing You Out?

    Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.

More Newsletters »

Calculators

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators »
Transcript

Contact Us

8318 Pineville Mathews Rd.
Ste. 280-E
 Charlotte, NC 28226
  • Phone:
    704-405-9940
  • Fax:
    704-405-9946
  • E-mail address: sfrattini@parksouthgroup.com

*Representatives offer products and services using the following business names: Park South Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Park South Group or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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Check the background of this financial professional on FINRA's BrokerCheck