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Personal Financial Planning Services

You can take steps today to ensure a future for your company and its employees, a more comfortable retirement for yourself, and financial stability for your family. With our Personal Financial Planning Services, you’ll receive an in-depth analysis of your current personal financial situation. A Wachovia Securities Financial Advisor will then work with you to develop a plan of action to help you reach your goals.

Personal Financial Planning Services delivers a full range of personal financial consulting services, in-depth analysis, and support to help you thoroughly assess your current financial situation. This allows you to consider alternatives and make necessary changes to achieve your short- and long-term financial goals.

A Wachovia Securities Financial Advisor and our team of experts will work with you on specific financial issues that significantly impact your future, such as:

• Cash flow management
• Investment portfolio analysis
• Risk management
• Compensation and benefit analysis
• Stock option planning
• Retirement planning
• Tax preparation and planning
• Personal estate and family wealth transfer
• Business advisory services
• Legacy management

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