OUR ADVISORY PROCESS

Most people agree that investment planning is the right thing to do. But sometimes it feels like an overwhelming task, and many of us never get started.

At Wachovia Securities, we make this process easy and flexible through a Four-Step Process:

Step 1: Understanding your goals
Gaining a clear understanding of your life goals is the first step in the advisory process. We will spend time getting to know you, your interests, preferences and values. Once these are defined and your goals understood, together we can start developing an investment plan.

Step 2: Developing a plan
We will work with you to create a customized investment plan to help you achieve your goals. The plan is built on a sound strategy that incorporates your needs, time horizon and risk tolerance.

Step 3: Implementing strategies
Once your plan is established, we will recommend tailored investment strategies. Together, we select from a broad array of products and services, and implement the strategies that make sense for you.

Step 4: Evaluating progress
Throughout our advisory relationship, we will communicate with you on a regular basis to assess your progress. Recommendations and strategies will be adjusted over time as needed to address your evolving goals and changes in the markets.

Get started today
Contact a Wachovia Securities Financial Advisor today to start the Four-Step Process and get your investment plan on track.

Apply Now
All Application Forms

Related Links

•Full-Service Brokerage

Personal Finance Customer Service