Our Services

For individual investors who prefer working one-on-one with a Financial Advisor, Todd and Brett can assist you.

We serve individuals and businesses in all areas of investment planning, including:

• Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

• Tax management* - 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, preserving your estate for your intended heirs, help with beneficiary designations, reduce exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

• Risk management - Reviewing existing insurance policies. 

• Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.

• 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.

*Wachovia Securities is not a legal or tax advisor.  However, I/its Financial Advisors will be glad to work with you, your accountant, tax advisor and/or attorney to help you meet your financial goals.