We serve individuals and businesses in all areas
of investment planning, including:
• Retirement Planning - Help making the
most of your employer-sponsored retirement plans and IRAs.
Helping determine how much you may need to retire comfortably.
Managing assets before and during retirement.
• Tax Management - Help making sure your
portfolio is tax-efficient. Developing tax saving investment
strategies. Referring you to qualified tax specialists.*
• Estate Planning - Working with our estate-planning
and trust specialists to review your wills and trusts, help
preserving your estate for your intended heirs, help with
beneficiary designations, reduce potential exposure to estate
taxes and probate costs and coordinate with your tax and legal
advisors.*
• Education Funding - Recommending investment
and accumulation strategies to help you pay for your children's
education.
• Risk Management - Reviewing
existing insurance policies. When suitable, help finding a
new policy for your specific situation.**
• Investments - Determining your asset-allocation
needs.*** Helping you understand your risk tolerance.
Recommending the appropriate investment vehicles to help you
reach your goals.
• Employee and Executive Benefits - Helping
your business attract and retain qualified employees through
benefit packages.
• Lending Services - Wachovia's Lending
Center is your source for credit and loan products, objective
information, and more. Please visit www.wachovia.com
for more details.
*Wachovia Securities, LLC
and Wachovia Securities Financial Network, LLC do not provide
tax or legal advice. Please consult with your tax and legal
advisors before taking any action that may have tax consequences.
