Retirement Planning Process

At Bagby Wealth Management, we specialize in helping individuals and couples plan and prepare for life in retirement.

  • We seek to help you identify and define the retirement you envision and develop strategies to help you pursue your lifestyle goals.
  • We take a comprehensive approach to retirement planning, creating strategies that incorporate investments, financial planning, risk management and estate planning.
  • Our goal is to cultivate and care for your assets over time, making it possible to pursue your chosen retirement lifestyle and a legacy for your loved ones.
  • Most importantly, we simplify the demands of managing your wealth to enable you to devote more time to your personal endeavors and your loved ones.

Our Wealth Management Approach

We are deeply committed to building a long-term relationship with you. This involves taking the time to understand your unique circumstances and develop strategies tailored to your specific investment goals and life aspirations. By collaborating from the very beginning, we can create and implement a plan that includes carefully selected choices from an array of services and strategies.

  • Wealth Management Services Include:
  • Investment advice
  • Investment management
  • Pre- and post-retirement planning
  • Estate planning
  • Tax strategies
  • Asset protection
  • Income protection
  • College planning
  • Business strategies
  • Legacy planning
  • Family wealth education

We consistently look for ways to add additional value for our clients, so you can count on us to efficiently and regularly communicate with you, review and monitor your plan on an ongoing basis, and refer you to other trusted financial professionals when appropriate.

Before You Retire

When You Retire


Past performance is no guarantee of future results, and current performance may be lower or higher than the performance data quoted.

All investments involve different degrees of risk. Clients should be aware of their risk tolerance level and financial situation at all times. Clients should read all transaction confirmations, and monthly and yearly statements sent to them. In applicable programs, clients should read all prospectuses carefully before making any investment decisions.

Clients are free at all times to accept or reject any investment recommendations made by Bagby Wealth Management.

Please understand that any losses are attributed to market forces beyond the control of Bagby Wealth Management.