MODULAR FINANCIAL PLANNING

If you don’t require a comprehensive financial plan or if your goals are more specific, your Wealth Management team can customize a modular financial plan to fit your individual needs.

Asset and Debt Management

Financial planning can help you take control of your assets and debts to lower your taxes, maximize cash flow, enhance investment returns and secure liquidity.

Personal Risk Management

The goal of any financial plan is to safeguard your way of life. With proper insurance planning, you can ensure that you and your family will be prepared for a variety of situations by utilizing appropriate life and disability coverage, estate tax funding vehicles and business continuation plans.

Estate Planning

With nearly two centuries of experience helping wealthy families with their estate and trust needs, Wachovia Wealth Management has the  expertise and dedication to help prepare your estate for expected and unexpected circumstances.

Retirement Planning

The worries of rising inflation, healthcare costs, and ever-changing tax laws can be a challenge for your retirement. Your Wealth Management team works with you to make sure  your lifestyle is sustained during these years.

Education Planning

Your Wealth Management team can help you develop a blueprint to follow so you’re prepared for the rising cost of education.

Tax Planning

Careful financial planning can help minimize the impact of taxes on your income, property, investments and estate.

Stock Option Analysis

Stock options are becoming an increasingly significant portion of compensation today.  Stock option analysis can help make the most of your options while minimizing taxes.

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