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Financial Planning Program

Bagby Wealth Management offers a wide array of financial planning services on a stand-alone basis to provide the most value to our clients. An experienced Financial Planner at our firm will assist you with the service(s) you choose.
Who Should Use this Program

This program is beneficial to clients in all stages and walks of life. If you are a small business owner, you may require many financial planning services, whereas retirees living on a fixed income may require fewer services. The important thing to remember is that Bagby Wealth Management is here when you need us.

Financial Planning Services Offered

  • Financial Planning Advice Only
  • Financial Plans
  • Retirement Planning
  • College/Educational Planning
  • Budgeting
  • Tax Planning
  • Estate Planning
  • Tax Analysis
  • Business Planning
  • Cash Flow Analysis
  • Asset Protection
  • Income Protection
  • Debt Management
  • Charitable Giving Planning
  • Risk Management Planning
  • Budgeting

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.

Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the college for Financial Planning in the United States and/or other countries.