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Wealth Management Program

This is Bagby Wealth Management’s premier financial advisory program. This advisory program provides comprehensive financial planning and wealth management advice relating to the client’s life situation and goals. While all Bagby Wealth Management’s Financial Planners are experienced and qualified, you may select the planner in our firm that suits you best.
Who Should Use this Program

This program is designed to advise you on a “holistic” approach to wealth management. If you are looking for a comprehensive approach to financial planning, this program may be for you. You will have unlimited access to your Financial Planner and Financial Paraplanner Qualified Professional™ and you will experience a high level of collaboration with our firm to strive toward your life’s goals.

Wealth Management Services Offered

  • Financial Plans
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • College/Educational Planning
  • Business Succession Planning
  • Tax Strategies
  • Legacy Planning
  • Charitable Giving Strategies
  • Income Protection
  • Business Planning
  • Asset Allocation
  • Asset Protection
  • Risk Analysis
  • Debt Management
  • Cash Flow Analysis
  • Overall Investment Portfolio Analysis and Recommendation
  • Limited Advice On Outside Assets*
  • Tax Analysis
  • Risk Management Planning
  • Budgeting

What to Expect

With the Wealth Management Program, your Financial Planner and Financial Paraplanner Qualified Professional™ will develop an initial financial plan to get you started on the right path. Your Financial Planner will update you annually and will also provide financial analysis. Your team will be by your side to guide you along the path toward your life’s goals.

Keep in mind that this is a brief summary of our program. If you are interested in this program, please feel free to ask us for the details. We will be happy to answer your questions and supply you with more information.

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.