Wachovia Securities

 

Comprehensive Wealth Management

My strategy helps to strengthen the financial futures of our clients. My practice implements intelligent, innovative strategies coupled with superior service. My focus is on wealth enhancement and asset protection. Using best practices of the institutional investment process applied to both my corporate and individual clients, I deliver a sensible and prudent approach to bringing rational ideas in emotional markets. 
  

 

Our Mission: “To help you live the one life you have the best way you can, without undue financial sacrifice or unnecessary overexposure to risk."
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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Determine whether you should consider refinancing your mortgage.

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Newsletters

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to take advantage of the tax benefits of 529 plans.

Beat the Big Three What Ifs

Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

Living Comes with Guarantees

Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

Betting Your Life on Low Coverage

If you are close to retiring or have already retired, you may be wondering whether your life insurance policy meets your current needs.

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Market Watch

November 19, 2008 @ 06:13 PM

Dow Jones Industrials 7,997.28- 427.47
Nasdaq Composite 1,386.42- 96.85
S&P 500 806.58- 52.54
10 Year Treasury Note 3.39- 0.14

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