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FINANCIAL
ADVISORY
Many
of our very successful clients have asked us for our assistance as they
have developed a need for financial advice and investment services. In
response to these requests, and in order to offer a more comprehensive
approach to financial planning for individuals and businesses, we have
formed strategic alliances with some of the most respected financial
advisors in the South. These alliances enhance our expertise, streamline
the financial planning process and ensure even more creative, responsive
and cost-efficient solutions.
These services include, among other things, preparation of a retirement
plan needs analysis, review of college funding alternative strategies,
development of tax efficient portfolios, creation of charitable trusts
and recommendation of estate planning techniques. Once
established, we are able to provide administrative services for
charitable remainder trusts, estates and family limited partnerships.
In addition, many clients trust our people enough to name individual
partners as trustees and executors of their trusts and estates.
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Client Quotes |
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"WBL provided me with
alternate solutions and helped me make informed decisions on how
to handle my unique financial situation. I feel such
relief that their team is working in my best interest and that I
have a solid plan now." BC |
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